Portfolio Manager (Life) at Momentum Metropolitan Holdings Limited

Role Purpose    

• Guardrisk Life is looking for a New Business Portfolio Manager to join our Affinities Life Marketing team.
• You will play an instrumental part in growing the Guardrisk Life business by marketing Guardrisk Life products and value proposition in line with strategy.
• The ideal candidate is a person that wants to actively drive new business and corporate transactions. This is a client-facing role and will involve collaboration with clients and technical teams to develop and take to market tailored risk solutions. 

Requirements    

• Relevant Degree and/or Insurance qualification.
• Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.
• Candidate will be required to obtain an RE5 designation.
• 2 - 4 years’ experience in the insurance and financial services industries.
• Strong life insurance knowledge with excellent people skills to negotiate optimal solutions with various stakeholders.
• Preferred: Dealmaking experience a definite advantage.

Duties & Responsibilities    

• Identify, develop and drive new business opportunities, value propositions and proposals in line with Guardrisk Life’s strategy.
• Identify and consult with prospective clients on their business goals to position insurance as a commercial opportunity that can grow their revenue. This engagement encompasses the full insurance value chain; the strategic objectives of the target company and commercial structures.
• This includes taking responsibility for the following functions with assistance from the larger team and technical areas.
• Deal structuring.
• Advising clients on operating models in an outsourced insurance value chain.
• Taking clients through the Guardrisk Life new business process.
• Preparing business cases for consideration at the Guardrisk Life New Business and Product Management Committees.
• Identify and consult with prospective clients on their business goals to position insurance as a commercial opportunity that can grow their revenue.
• Managing opportunities from prospect to execution phase. This includes consulting with prospective clients to refine business cases (commercial viability; products, reinsurance etc.) and managing prospects through Guardrisk Life’s due diligence processes.
• Marketing and cross selling of Guardrisk Life’s products and services to existing clients.
• Assisting clients with product development for third-party risks.

Competencies    

• Results-driven in pursuing new business opportunities.
• Well-developed people skills.
• Ability to liaise and build relationships with different stakeholders at all levels of the value chain.
• Excellent verbal and written communication skills.
• Excellent presentation and negotiation skills.
• Critical thinking skills.
• Business acumen.
• Deadline driven and an ability to work under pressure.
• Ability and willingness to learn complex concepts and apply learnings to understand and interpret financial statements and insurance valuation reports.
• Ability to operate both independently as well as play a role in the Guardrisk Life team and to contribute to the greater Guardrisk group.

Deadline:20th November,2025