Assistant Portfolio Manager

1 week ago

Bellville, Western Cape, South Africa Guardrisk Full time R900 000 - R1 200 000 per year

Introduction

Guardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of non-life and life insurance business.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Development and implementation of Guadrisk's strategic initiatives.

Requirements

Post Matric Qualification

Computer Literacy (MS Word, Outlook and Excel)

FAIS Representative

3 years' experience in a similar role

Duties & Responsibilities

Prepare draft guarantee wordings

Prepare draft policy wordings

Prepare draft endorsements

Preparing new guarantee packs for signature

Processing of signed guarantee pack

Getting policy wordings signed at underwriting

Arranging for delivery/collection of new guarantees

Keeping guarantee register up to date

Keeping CIMS up to date

Initial fielding of statement queries (passing them onto finance)

Setting up meetings with current clients

Setting up monthly service meeting with brokers

Setting up meetings with prospective clients

Sending out monthly statements

Sending out monthly invoices

Requesting various documents from prospective or existing clients who are looking for new guarantees

Keeping guarantee registers updated

Initiation of policy renewal

Competencies

Attention to Detail

Ability to work under pressure

Teamwork

Good communication Skills

Good interpersonal skills

Time Management

  • Property Portfolio Manager

    1 week ago

    Bellville, Western Cape, South Africa fd37e7da-e5f0-425d-981c-64c399fd1812 Full time R500 000 - R1 200 000 per year

    Who we areWe are a leading real estate services company that combines global standards with specialised local knowledge to create customisable high-performance solutions for our clients. We advise property owners and occupiers on every aspect of their property strategies and assist them in the development, buying, selling, leasing, valuing and management of...

  • Assistant Portfolio Manager MMH251014-3

    1 week ago

    Bellville, Western Cape, South Africa Guardrisk Full time R250 000 - R500 000 per year

    Role PurposeDevelopment and implementation of Guadrisk's strategic initiatives.RequirementsPost Matric QualificationComputer Literacy (MS Word, Outlook and Excel)FAIS Representative3 years' experience in a similar roleDuties and ResponsibilitiesPrepare draft guarantee wordingsPrepare draft policy wordingsPrepare draft endorsementsPreparing new guarantee...

  • Senior Wealth Assistant

    5 days ago

    Bellville, Western Cape, South Africa Hire Resolve Full time R1 200 000 - R2 400 000 per year

    Job Title: Senior Wealth AssistantLocation: Bellville CTHire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and...

  • Senior Wealth Manager

    1 week ago

    Bellville, Western Cape, South Africa Hire Resolve Full time R300 000 - R550 000 per year

    A major Financial Services Provider (FSP) is seeking a highly skilled Senior Wealth Manager to join their Wealth division in Bellville. This is a permanent opportunity for an experienced professional who can deliver comprehensive, high-quality financial service to an established client base while driving new business growth. The successful candidate will...

  • Admin assistant to manager. Collar Club Doggy Daycare

    2 weeks ago

    Bellville, Western Cape, South Africa IRIS HOUSE CHILDREN'S HOSPICE Full time R120 000 - R240 000 per year

    Company DescriptionIRIS HOUSE CHILDREN'S HOSPICE is based out of Huis No 1 Stikland Hospital Estate, Old Paarl Road, Bellville, Western Cape, South Africa. The organisation is dedicated to providing compassionate and comprehensive care for children with life-threatening or life-limiting conditions. IRIS HOUSE aims to offer a supportive environment for both...

  • wealth assistant

    3 days ago

    Bellville, Western Cape, South Africa Competent Candidates Full time R40 000 - R60 000 per year

    Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation.Education and experience:MatricAdministrative/secretarial...

  • Wealth Assistant

    1 day ago

    Bellville, Western Cape, South Africa Hire Resolve Full time R360 000 - R540 000 per year

    A leading wealth management company is seeking a dedicated Wealth Assistant to join their team. The successful candidate will provide professional support to Advisors, assisting with the administration and implementation of clients' financial reviews and investment instructions. This role requires a proactive and detail-oriented individual with experience in...

  • Banking Advisor Wealth

    7 days ago

    Bellville, Western Cape, South Africa FNB South Africa Full time R250 000 - R400 000 per year

    Job DescriptionTo assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Admin Assistant

    7 days ago

    Bellville, Western Cape, South Africa VAG Spec Centre Group Full time R96 000 - R144 000 per year

    Assist management with various general admin tasks.Acknowledging and greet all customers you make contact with promptly and professionally.Ordering necessary parts from suppliers and double-check that they are delivered on time.Assist with stock management.Creating invoices.Collect payment from customers for services rendered.Resolve customer enquiaries...

  • Audit Manager CA(SA)

    7 days ago

    Bellville, Western Cape, South Africa PKF Durban Full time R400 000 - R800 000 per year

    PKF Cape Town is looking for anAudit Managerto join their team in 2026Duties and responsibilitieswill include, but not be limited to:Audit Engagements ResponsibilitiesResponsible for a portfolio of audits (planning phase to lock down)Preparing yearly audit budgets (fair budget to manage the audit) and budget for submission to client;Manage work in progress...