Portfolio Manager - Life at Momentum Metropolitan Holdings Limited

Role Purpose    

• Guardrisk Life is looking for a Portfolio Manager to join our Guardrisk Life Marketing team. You will play an integral part at Guardrisk, working in a unique environment alongside our clients and internal teams to market Guardrisk’s Life products, service existing and prospective clients and provide after-sales service to existing clients.

Requirements    
Qualifications

• Degree / Insurance qualification
• Candidate will be required to obtain an RE5 designation

Experience

• 2 - 4 years’ experience in the insurance and financial services industries.
• Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.
• Technical life insurance knowledge with strong people skills to negotiate optimal solutions with various stakeholders.

Duties & Responsibilities    

• Marketing Guardrisk Life to prospective new clients and developing new growth opportunities with existing clients.
• Managing third-party cell captives, where products include, amongst others, funeral (individual and group), individual life and disability, credit life and investment products.

The responsibilities include:

• Ensuring effective management of various stakeholders in the insurance value chain (cell owners, binder holders, intermediaries, consultants, reinsurers, administrators).
• Reviewing cells’ financials and managing revenue streams.
• Facilitating reinsurance renewals via the reinsurance department.
• Ensuring compliance with market conduct standards and relevant legislative requirements.
• Ensuring that legal contracting is correct, up to date and in place.
• Tending to client queries.
• Marketing and cross selling of Guardrisk Life’s products and services to existing clients.
• Assisting clients with product development for third-party risks.
• Setting up internal processes for each client with all relevant internal technical areas such as finance, actuarial, underwriting, legal, risk, compliance.
• Contribute to the enhancement and improvement of existing internal processes.
• Keeping up to date with legislation and regulation in the life insurance market.
• Network on industry matters to facilitate knowledge share and input to clients on their insurance businesses.

Competencies    

• Tenacity in pursuing new business opportunities.
• Well-developed people skills.
• Ability to liaise with different stakeholders.
• Excellent verbal and written communication skills.
• Negotiation skills.
• Critical thinking skills.
• Business acumen.
• Deadline driven.
• Strong implementation skills.
• Ability to understand and interpret financial statements and insurance valuation reports.
• Ability to work under pressure.
• Ability to operate both independently as well as play a role in the Guardrisk Life team and to contribute to the greater Guardrisk group.

Closing Date 2025/12/08