Portfolio Manager, Durban
Portfolio Manager, Durban
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Durban, South Africa
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Posted: a week ago
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Description
Portfolio Manager page is loaded## Portfolio Managerlocations: Durban, Kwazulu Nataltime type: Full timeposted on: Posted Todaytime left to apply: End Date: May 29, 2026 (6 days left to apply)job requisition id: JR104941## **Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose.****Job Purpose**Plan, initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management. Lead and guide the work of specialists and serve as the liaison with Senior Managers and Executives to identify business needs to design and describe solutions that can deliver value. Monitor progress to assure deadlines, standards, and cost targets are met.**Responsibilities**Portfolio ManagementPlan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.Underwriting ManagementReview, rate and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate. Knowledge of reinsurance and facultative placements.Insurance Claims ManagementInvestigate the circumstances of claims and the nature and extent of clients' losses. Review and evaluate information gathered using own subject-matter expertise, and examine additional evidence provided by specialist investigators or subject-matter experts to determine the extent of liability.Intermediary ManagementBuild and maintain relationships with intermediaries while also helping senior colleagues.Stakeholder EngagementEngage, and build relationships, with stakeholders across the value chain. Facilitate meetings with large groups of stakeholders. Work with front-end, back-end developers, marketing, sales, service departments to ensure a holistic management of deliverables. Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.Data Collection&AnalysisGather project data and report on the state of the performance of the portfolio.Insights and ReportingContribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trends, and translating those insights into actionable recommendations.Performance ManagementDevelop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.Continuous ImprovementReview existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.Internal and External CommunicationsExecute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy-in for changes to processes and procedures.Personal Capability BuildingDevelop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Business DevelopmentMonitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.**Education**Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business - product knowledge (Essential)**Experience**3 or more years' experience in Intermediated, Broker and Underwriting Manager environment (Essential); Experience in Financial Services Industry (Essential); Experience in Key Account Management Advantageous).Our Work Experience is the combination of everything that's unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.#J-18808-Ljbffr
Highlights
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Company nameTelesure Investment Holdings (Pty) Ltd.
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Job positionPortfolio Manager
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