Senior Portfolio Manager at Robert Walters

Role Description:

• To maintain and grow an existing portfolio of clients through relationship management and product development.

Main tasks and responsibilities:

• Develop Existing Portfolio of Clients and Conduct Client Reviews
• Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship.
• Designing and preparing status reports (including the maintenance of weekly prospects list and report back on divisional issues)
• Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.
• Participating in renewal process with broker/client
• Maintaining CSA (monthly) questions through the CURA Risk Management System
• Regular travels to Mauritius and Gibraltar
• Monthly budget review and reporting on variances and new business targets
• Weekly reporting back to the Executive on the above-mentioned items.

Develop New Prospects and Products

• Achieving a targeted annual new business budget.
• Developing new products and new insurance structures.
• Creating and maintaining business relationships to ensure new business growth of both income and clients
• Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level.
• Building and maintaining relationships at client, broker and interdepartmental levels.
• Liaising with Underwriting, Finance, Actuarial, Claims departments.

Minimum Qualification:

• Relevant tertiary qualification
• FAIS compliant
• Related Insurance qualification (preferred)

Minimum experience

• Minimum 5 years' experience in client services and operations within an Insurance services environment
• Minimum 5-7 years business management experience
• Knowledge of the financial services or insurance industry
• Cell Captives Insurance Model experience will be an advantage