Assistant Portfolio Manager MMH251014-3

1 week ago


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

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 and 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

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



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