Assistant Portfolio Manager
1 week ago
2025/11/14
Reference Number
MMH
Job Title
Assistant Portfolio Manager
Position Type
Permanent
Role Family
Administration
Cluster
Guardrisk
Remote Opportunity
Some of the time
Location - Country
South Africa
Location - Province
Gauteng
Location - Town / City
Sandton
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
Enquiries
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