106 Portfolio Manager jobs in South Africa

Introduction

To maintain and grow an existing portfolio of clients through relationship management and solution development. Specific focus on Medical gap and personal accident business

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To maintain and grow an existing portfolio of clients through relationship management and solution development. Specific focus on Medical gap and personal accident business

Requirements

• At least 5 years' experience in client services and operations within an insurance/ financial services environment

• At least 5 years relevant role experience as a Portfolio Manager

• Strong financial acumen and thorough understanding on relevant regulatory and compliance requirements

• Specialist knowledge in short term medical and accident products, specifically Medical Gap and personal accident

• Cell Captives Insurance Model experience will be an advantage

• Relevant tertiary qualification

• FAIS compliant - RE1 qualification

• Related Insurance qualification

Duties & Responsibilities

• Specific understanding of medical Gap business

• Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship.

• Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets.

• Developing Guardrisk image and presence.

• Identifying opportunities to maintain and grow the portfolio.

• Conducting meetings with clients.

• Distributing and discussing statistical information.

• Checking and forwarding financial statements to client.

• Designing and preparing status reports.

• Providing prompt authorisation of claim payments.

• Dealing with client queries.

• Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.

• Evaluating client's needs and requirements to enhance cross selling of other Guardrisk products.

• Participating in renewal process with broker/client.

• Ensuring all documentation pertaining to the insurance programme /facility is in place.

• 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, and business intelligence departments.

• Attending product launches.

• Discussing and finalising product specifications.

• Finalising pricing, cost and income structure.

• Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures.

• Compiling and managing budget.

• Marketing Guardrisk products and services.

• Following-up on inquiries and queries.

• Sourcing potential client and products.

• Complying with new business take-on procedures.

• Liaising with the technical review teams.

• Advising technical review teams of all pertinent information prior to each review.

• Providing input into the development of the annual review plan.

• Setting up review meetings with clients in consultation with technical review teams.

• Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions.

• Maintaining CSA (monthly) questions through the CURA Risk Management System.

• Coordinating and attending monthly Operational meetings.

• Recording and tracking key actions and decisions arising from meetings

• Administrating client files.

• Assisting the Head with Divisional reporting and deputise when required.

• Maintaining weekly prospects list and report back on divisional issues.

• Monthly budget review and reporting on variances and new business targets

• Tracking renewals per portfolio.

• Weekly reporting back to the Head on the above mentioned items.

• Managing delivery against deadlines, i.e. budgets, forecasts, projects, and resolving client queries timeously.

Competencies

• Business Acumen

• Collaboration

• Client/ Stakeholder Commitment

• Impact and Influence

• Drive for Results

• Self-Awareness and Insight

• Leads Change and Innovation

• Diversity and Inclusiveness

Job Advertisement: Portfolio Manager

Location:
Weltevredenpark

Employment Type:
Full-time

We are seeking a
Portfolio Manager
to join our team. The ideal candidate will have proven experience managing
Sectional Title Schemes and Homeowners' Associations (HOAs)
, with a solid understanding of the
Sectional Titles Schemes Management Act (STSMA), Community Schemes Ombud Service Act (CSOS), Companies Act
, and other relevant legislation, rules, and regulations governing community schemes.

Key Responsibilities:

• Manage a portfolio of sectional title and HOA schemes.
• Provide guidance to Trustees and Directors in compliance with legislation and governance.
• Prepare and present budgets, financial reports, and levy schedules.
• Oversee maintenance, insurance, and service provider contracts.
• Attend and chair AGMs, SGMs, and Trustee meetings.
• Ensure compliance with statutory requirements, scheme rules, and governance documents.
• Handle owner queries, disputes, and ensure professional communication at all times.

Requirements:

• Minimum (X years) experience in managing Sectional Title and HOA schemes.
• In-depth knowledge of the
  STSMA, CSOS Act, Companies Act, and other applicable legislation
  .
• Strong financial acumen and ability to interpret financial statements.
• Excellent communication and conflict resolution skills.
• Ability to manage multiple schemes and meet deadlines.
• Relevant qualifications in property, legal, or financial fields advantageous.

What We Offer:

• Competitive remuneration package.
• Opportunity to work in a supportive and professional environment.
• Growth and development opportunities in the property management sector.

How to Apply:

Send your CV and a cover letter to with the subject line
"Portfolio Manager

Introduction

Guardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of non-life and life insurance business.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Development and implementation of Guadrisk's strategic initiatives.

Requirements

Qualifications

B.Com Degree & / Relevant tertiary qualification

FAIS Compliant

RE1 advantageous

Experience

Minimum 5 years' experience in the insurance industry.

A good understanding of the insurance industry, in particular claims, reinsurance, underwriting, insurance accounting and financial principles.

A combination of strong accounting/insurance technical knowledge with strong people skills to negotiate optimal solutions with various UMA cell captive partners.

Ability to operate both independently as well as play an important role in the small UMA cell captive team and the greater Guardrisk group.

Duties & Responsibilities

Development and implementation of Guardrisk's strategic initiatives, including but not limited to new business development.

Manage a range of UMA partners in cell captives, in respect of defined controls and processes.

Contribute to the UMA portfolio growth and profitability through active marketing, participation and interaction with UMA partners.

Ongoing management and monitoring of key components of the client and stakeholder partnership, including underwriting mandates, claims mandates, reinsurance renewals, compliance, financial and solvency results. This function will include coordination of and liaison with GR internal resources, including the underwriting, claims, compliance, actuarial, reinsurance, market conduct and financial divisions, as well as likely liaison with external consultants, such as the FSCA and other external parties.

Analysis and management of financial aspects of UMA cell captive partners.

Competencies

Business Acumen

Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.

Collaboration

Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.

Client/ Stakeholder Commitment

Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

Impact and Influence

Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of MMI.

Results & Solutions focused driven

Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

Networking

Create and maintain a useful network of expertise to advance the interest of Guardrisk

Leads Change and Innovation

Actively leads change, does what is right for the business and drives continuous improvement through innovation.

Diversity and Inclusiveness

Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Introduction

We are looking for an individual to drive high performing category teams to deliver the commercial performance of the Everyday Essentials Category, executing our range strategy and value proposition to ensure Clicks remains the first choice health and beauty retailer, grow market share in order to achieve and exceed the category financial targets and deliver the business objectives. The role will be based at Clicks Head Office, Woodstock, Cape Town and report into the Commercial Executive.

Job description

Job Objectives:

• To develop and ensure effective execution of the category operating plan (financial and product execution) for a portfolio of categories in order to achieve the business objectives.
• Review with the top-down bottom-up financial plans with the Planning Portfolio Manager on an ongoing basis to deliver against financial targets and ensure that this is reported and measured on a weekly basis.
• To effectively manage a team of Category Buyers and Managers by setting ambitious goals, set up plans for improvement on key drivers like product ranging, pricing strategies, cross sales, merchandising and promotion management and develop proposals to take corrective action where necessary.
• To critically evaluate and sign off the category range review to ensure increased profitability and improved product offering to customers and evolve market share.
• To effectively implement our space and range principles, to deliver appropriate and impactful execution in store.
• To oversee regular strategic meetings with key suppliers and strengthen those relations with improved commercial results.
• To work collaboratively with internal and external stakeholders to ensure effective delivery of the operating plan.
• To keep track of/capitalise on global and local category developments/trends to ensure increased relevance to our customers.
• To identify opportunities to streamline and drive departmental efficiencies, resource allocation and establish category ways of working, manage departmental expense budget and identify opportunity to reduce expenses.
• To build high performing teams through effective people management and development to ensure capability to meet current and future business objectives. Ensure recruitment and selection are in-line with transformation targets.

Minimum requirements

Job Knowledge:

• Operating plan development

• Supplier relationship management

• Procurement and Supply Chain

• Business Objectives and Strategies

• Business Processes

• Retail Management

• Market trends and competitor analysis

• Understanding of supplier co-op negotiations and trading terms

• Financial planning and budgets

• Employee relations and performance management

• Knowledge on relevant legislation

Job Related Skills:

• Ability to drive and motivate teams

• Strong Financial/Business acumen with a merchant mindset

• Strong negotiation skills

• Planning and organisational skills

• Ability to build strong supplier relationships

• Proven track record in managing commercial teams in a fast changing environment

• Competency in all computer packages, i.e. Outlook, Excel, PowerPoint

• Verbal and written communication

• Problem solving and analytical thinking

• Strategic thinking and decision making

• Attention to detail

• Project management

Job Experience:

• 4-6 years FMCG Category Management experience

• 2-3 years People Management experience at senior level

• Experience with local and global supplier networks essential

Education:

• B Degree or Diploma in Retail, Purchasing Management or similar (Desirable)

• Business Science, B.Comm, MBA, CIS (Desirable)

Who are we?

Sanlam Investment Group

The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients' best interests and have a positive impact on society. Backed by the Sanlam Group's balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments (SAI)

The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group's mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

What will you do?

The Credit Portfolio Manager is responsible for formulating, implementing, and managing credit investment strategies across a broad range of fixed income assets in line with client mandates and investment objectives. The role involves comprehensive evaluation of opportunities across the full investable universe — including listed and unlisted credit, direct lending, private credit, money market instruments, structured credit, and preference shares. The manager must demonstrate strong market insight, rigorous investment analysis, and disciplined portfolio construction, while staying abreast of global and domestic credit trends. This role requires cross-functional collaboration, active stakeholder engagement, and a focus on growing assets under management and delivering superior risk-adjusted returns.

Responsibilities include:

1. Investment Strategy, Execution & Portfolio Management

• Design and implement credit investment strategies that align with client mandates and institutional investment philosophy.
• Manage exposure across listed and unlisted credit markets, money markets, structured products, and alternative fixed income assets.
• Perform detailed investment analysis, including due diligence on potential investees and transactions.
• Manage the full investment lifecycle: sourcing, analysis, execution, monitoring, and exit.
• Monitor portfolio performance, risks, and compliance with mandate guidelines and regulatory requirements.
• Optimise portfolio duration, yield, and risk-return profile in light of evolving market conditions.

2. Market Intelligence & Research

• Continuously analyse domestic and global market conditions, macroeconomic indicators, interest rate movements, and sector trends.
• Provide strategic guidance on credit trends to the broader investment team.
• Track developments in ESG integration, social impact investing, and structured finance innovations.
• Contribute to internal investment forums and credit committees, offering well-supported investment views.

3. Stakeholder & Client Engagement

• Engage with potential investors, existing clients, and consultants to present fund performance, strategy, and positioning.
• Grow assets under management through client retention, business development, and differentiated performance.
• Collaborate with internal deal originators, investment bankers, and intermediaries to source new transactions.
• Provide transparent and insightful reporting to stakeholders, including investment commentary and performance attribution.

4. Risk, Governance & Accountability

• Ensure strong risk management practices, including continuous monitoring of credit exposures, liquidity risk, and covenant compliance.
• Assess and monitor complex deal structures, including syndicated loans, credit derivatives, and synthetic exposures.
• Uphold internal governance standards, contribute to investment policy refinement, and ensure audit readiness.

Qualification and Experience

• Relevant postgraduate qualification (e.g., Finance, Investment Management, Economics, Accounting).
  
  CA(SA) and/or CFA designation preferred.
• 6-8 years' experience in financial services within credit portfolio management, credit research, or investment banking.
• Deep knowledge of corporate and institutional credit, debt structuring, and fixed income markets.
• Proven experience in assessing, executing, and monitoring credit instruments — including structured and derivative credit products.
• In-depth experience with corporate credit analysis, investment structuring, and portfolio risk oversight.
• Strong understanding of debt syndications, private credit, and structured finance.
• Familiarity with credit derivatives and synthetic exposures advantageous.
• Proficiency in investment systems, credit modelling tools, and financial analysis platforms (e.g., Bloomberg, Capital IQ, Excel-based models).

Knowledge and Skills

Formulates, revises and implements the investment plans

Investment monitoring and compliance

Investment strategies and management of complex investments

Recommendations and presentation of results

Industry trends and market changes

Personal Attributes

Self-development - Contributing through others

Decision quality - Contributing through others

Business insight - Contributing through others

Financial acumen - Contributing through others

Action orientated - Contributing independently

Manages ambiguity - Contributing through others

Ensures accountability - Contributing through others

Plans and aligns - Contributing through others

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Collaborates - Contributing through others

Being resilient - Contributing through others

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Role Purpose

To maintain and grow an existing portfolio of clients through relationship management and solution development. Specific focus on medical gap and personal accident business.

Outputs

Develop Existing Portfolio of Clients

Specific understanding of medical Gap business.

Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship.

Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets.

Developing Guardrisk image and presence.

Identifying opportunities to maintain and grow the portfolio.

Conducting meetings with clients.

Distributing and discussing statistical information.

Checking and forwarding financial statements to client.

Designing and preparing status reports.

Providing prompt authorisation of claim payments.

Dealing with client queries.

Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.

Evaluating client's needs and requirements to enhance cross selling of other Guardrisk products.

Participating in renewal process with broker/client.

Ensuring all documentation pertaining to the insurance programme /facility is in place.

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, and business intelligence departments.

Attending product launches.

Discussing and finalising product specifications.

Finalising pricing, cost and income structure.

Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures.

Compiling and managing budget.

Marketing Guardrisk products and services.

Following-up on inquiries and queries.

Sourcing potential client and products.

Complying with new business take-on procedures.

Conduct Client Reviews

Liaising with the technical review teams.

Advising technical review teams of all pertinent information prior to each review.

Providing input into the development of the annual review plan.

Setting up review meetings with clients in consultation with technical review teams.

Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions.

Administration

Maintaining CSA (monthly) questions through the CURA Risk Management System.

Coordinating and attending monthly Operational meetings.

Recording and tracking key actions and decisions arising from meetings

Administrating client files.

Assisting the Head with Divisional reporting and deputise when required.

Maintaining weekly prospects list and report back on divisional issues.

Monthly budget review and reporting on variances and new business targets

Tracking renewals per portfolio.

Weekly reporting back to the Head on the above-mentioned items.

Managing delivery against deadlines, i.e. budgets, forecasts, projects, and resolving client queries timeously.

Qualifications

Relevant tertiary qualification

FAIS compliant - RE1 qualification

Related Insurance qualification

Experience

Minimum 5 years' experience in client services and operations within an insurance/ financial services environment.

Minimum 5 years relevant role experience as a Portfolio Manager.

Strong financial acumen and thorough understanding on relevant regulatory and compliance requirements.

Specialist knowledge in short term medical and accident products, specifically Medical Gap and personal accident.

Cell Captives Insurance Model experience will be an advantage.

Should you not hear from us within 21 days, kindly consider your application unsuccessful.

Job Title:
Portfolio Manager

Company:
XTRM Group

Location:
Cape Town, South Africa

Job Type:
Full-Time

XTRM Group is a leading business advisory and investment management firm dedicated to helping companies and individuals achieve strategic growth, financial sustainability, and operational efficiency. We specialize in investment management, financial consulting, and strategic business solutions across various industries.

Job Summary

As a Portfolio Manager at XTRM Group, you will be responsible for managing investment portfolios for individuals, institutions, and corporate clients. You will develop and implement investment strategies, analyze market trends, and optimize asset allocation to maximize returns while mitigating risks.

Key Responsibilities

• Develop and execute investment strategies aligned with clients' financial goals.
• Monitor and analyze market trends, economic indicators, and industry developments.
• Manage diversified investment portfolios across various asset classes.
• Conduct risk assessments and implement strategies to minimize exposure.
• Provide expert financial advice and portfolio recommendations to clients.
• Work closely with analysts and financial advisors to optimize portfolio performance.
• Prepare reports and presentations on portfolio performance and market conditions.
• Ensure compliance with financial regulations and company policies.
• Identify new investment opportunities and strategies for portfolio growth.

Qualifications & Skills

• Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
• Minimum of 5 years of experience in portfolio management, investment banking, or asset management.
• Strong analytical and quantitative skills.
• In-depth knowledge of financial markets, investment strategies, and risk management.
• Excellent communication and client relationship management skills.
• Proficiency in financial modeling and investment software.
• Ability to work in a fast-paced, results-driven environment.
• CFA or equivalent certification is a plus.

Why Join XTRM Group?

• Opportunity to work with a dynamic team of investment professionals.
• Competitive compensation and performance-based incentives.
• Professional development and career growth opportunities.
• Exposure to diverse investment projects and international markets.

How to Apply:

Interested candidates should submit their resume and cover letter to

with the subject line "
PM Application (CCT) – XTRM Group
."

POSITION PURPOSE

Responsible for the management of the Property. Ensure investment growth and maximum income of each Property through effective property management and asset control. Develops related budgets, monthly and ad-hoc reports, oversees leasing contracts, procures services, handles third party service contracts, and directs maintenance procedures. Ensures that all buildings, grounds, and equipment are well maintained and in optimal working condition. Develops and implements departmental and procurements policies and procedures and ensures that all operations are in accordance with established health and safety regulations. Ensures that services purchased are of acceptable quality at the least possible cost. Keeps Senior Management well informed of area activities and significant problems. Trains, directs, and appraises assigned personnel.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for the effective operations management of Property and facilities.

a. Property Management

• Keep abreast of market activities in respect of tenant movement, new developments, major vacancies and other landlord's strategies
• Attend meetings / functions related to successful operation of Property i.e. SAPOA, CJP etc.

b. Asset Management

• Control/schedule/implement regular preventative maintenance program in line with budget constraints
• Motivation of refurbishments, major repairs as appropriate
• Attend site meetings with contractors in respect of maintenance/expansion of projects
• Monitor progress
• Inspection / enforcement of tenant responsibilities during and on termination of lease terms
• Liaison with appropriate Government, Provincial and/or local authorities
• Responsible for Compliance of OSH Act

c. Client Reporting

• Provide accurate information to client according to agreed format timeously
• Analysis of monthly income /expenses
• Monitoring of turnover rentals
• Analysis of operating costs on a quarterly basis in terms of the approved forecasts
• Monitoring of all municipal recoveries (and general recoveries) on a monthly basis

d. Planning And Budgeting

• Preparation and completion of budgets by January each year
• Complete of forecasts timeously
• Review rental quarterly and ensure best possible rate achieved and maintained
• Assist in formulation of business plans for the unit
• 5 Year budget – preparation and control
• Half yearly or Quarterly review and monitoring results

e. Quarterly Expenditure / Analysis

• Set and motivate capex /TI philosophy per building in consultation with client
• Approve TI standard specification as recommended by the Project Manager
• Approve capex within authority limits
• Ensure we conform to capex philosophy and procedures
• Estimate new operating costs
• Ensure recovery of operational costs in accordance with Lease terms

f. Building Management

• Devise a five year maintenance plan including allowances for provisions or depreciation where applicable (annually) for submission to the Assistant General Manager / Director
• Investigate/initiate proposals for refurbishments
• Maintain a hands-on control of projects in hand
• Review the building status/grade annually and maintain the standards within those grade
• Ensures compliance with legal regulations. Completes regular OSH inspections and updates monthly reports as appropriate. Ensures that OSHA requirements are effectively implemented.

g. Debtors Management

• Monthly interaction meetings with Debtors, Debtors Manager and Leasing to ensure appropriate action taken and approve legal action.

h. Credit Control

• Responsible for Management:
• Arrears
• Legal action
• Write-offs

i. Parking Management

• Monthly / ad hoc interaction meetings all parkades
• In conjunction with the responsible person for parking, maintain accurate control of "in house" operated parkades

j. Tenant Manager

• Deal with correspondence / interaction with tenants as required.
• Ensure that leases are timeously renewed and all vacant space is let and in a presentable state.

k. New Tenants

• Determination and recommendation of letting mandates (i.e. rental levels, installation cost etc)
• Lease negotiation and maintenance of tenant relationships.
• Control of new leases and recordal of same
• Control / oversee new installations (through technical manager where appropriate) including:
• Premises design
• Negation/liaison/control with/of professionals and contractors
• Sign off acceptance of complete premise

l. Existing Tenants

• Renewal of Lease Agreement both direct and through Building Management where applicable
• Tenant liaison and public relations
• Control/arrangement of centre promotions through merchants association/s or promotion committee/s
• Regular assessment of tenants turnover, stock turn and merchandising to establish both growth needs and/or trading difficulties

m. Expense Control

• Check and authorise payment of accounts
• Authorise cleaning, consumables, electrical and general maintenance orders
• Control wage and salary allocation
• Control municipal payments and recoveries there against
• Ensuring cost effectiveness and performance of contractors

2. Assumes responsibility for the effective maintenance and reporting of financial records.

a. Oversees preparation of monthly, annual, and other management reports.

b. Assesses and reports on monthly performance against budgets.

c. Prepares and motivates consolidated monthly reports for submission to client

3. Assumes responsibility for ensuring professional business relations with vendors, contractors, and trade professionals.

a. Works to develop and maintain productive business relations with vendors, suppliers, contractors, etc.

b. Acts as a liaison between the Company and external contacts.

c. Ensures effective coordination of external services with Company operations.

d. Obtains and conveys information as appropriate.

e. Promotes goodwill and a positive image of the Company.

4. Effectively supervises Property personnel, ensuring optimal performance.

a. Provides leadership to assigned personnel through effective objective setting, delegation, and communication. Conducts regular meetings to ensure that personnel are well informed of changes in policies and procedures. Discusses areas needing improvement.

b. Assigns and coordinates personnel. Directs daily operations.

c. Identifies, develops, and implements training programs as appropriate.

d. Conducts performance appraisals. Provides measurable feedback to assigned personnel and suggestions for improved performance. Formulates and implements employee corrective actions as needed.

e. Ensures that staffing levels are appropriate. Interviews, hires, and assigns personnel as necessary.

5. Assumes responsibility for related duties as required or assigned.

a. Ensures that work area is clean, secure, and well maintained.

b. Completes special projects as assigned.

c. Reports on Operational expenses, foot traffic, security incidents etc.

PERFORMANCE MEASUREMENTS

1. Good communication and coordination exists with departments. Assistance is provided as needed.

2. Senior Management is appropriately informed of area activities and of any significant problems.

3. Operations personnel are well trained, effective, and efficient. Appropriate supervision and assistance are provided.

4. Building/s are well maintained and secure and meet the needs of the Company.

5. Property operations are efficiently and cost effectively administered.

6. Current and future Property needs are well planned and budgets are established and maintained.

7. Effective business relations exist with vendors, contractors, and trade professionals.

EDUCATION/CERTIFICATION:

Matric.

Additional related maintenance and Property management training preferred.

REQUIRED KNOWLEDGE:

Excellent understanding of Property management procedures.

Knowledge of budgeting, service contracts, and leasing agreements.

EXPERIENCE REQUIRED:

Five or more years of related experience, with at least two or more years of supervisory experience.

SKILLS/ABILITIES:

Excellent leadership abilities.

Able to organize, coordinate, and direct team activities.

Strong problem solving skills.

Good communications skills.

Able to use all related maintenance equipment and computer applications.

Commercial Insurance Specialist is looking for a
Portfolio Manager
(Engineering) to manage and grow a panel of brokers, retain existing business, and drive new opportunities.

Key Responsibilities:

Develop and execute business and sales plans

Underwrite and accept risks within delegated authority

Achieve Gross Written Premium (GWP) and profitability targets

Analyse broker portfolios to identify growth opportunities

Maintain high client satisfaction and ensure compliance with underwriting standards

Requirements:

Minimum of 5years short-term insurance experience

Technical knowledge of
Engineering insurance products

FAIS compliant

If you are proactive, relationship driven professional ready to make an impact - we would love to hear from you.