Assistant Portfolio Manager at Guardrisk

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

Deadline:3rd December,2025