Portfolio Manager

Afrizan Personnel; Johannesburg; On-site; ZAR 1,000,000 - 1,800,000; Full time

Job summary

Afrizan Personnel on behalf of a client is seeking a Portfolio Manager to strengthen partner relationships, unlock new business opportunities and drive growth in life insurance and financial services.

The role requires strategic thinking, deep industry knowledge, and exceptional stakeholder management to deliver meaningful business results across partnerships, product development and cross-functional initiatives.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Management or related field.
• 5–8 years' experience in insurance or financial services, preferably long-term insurance, portfolio management, partnerships, business development, distribution or key account management.
• Strong knowledge of insurance products, distribution models, regulatory requirements, compliance and insurance accounting principles.
• Proven ability to build, manage and grow strategic client and partner relationships.
• Strong commercial and financial acumen, including budgeting, profitability and financial analysis.
• Excellent stakeholder management, negotiation, communication and interpersonal skills.
• Experience in project management, product development and business growth initiatives.
• Analytical, problem-solving and organisational skills with ability to manage priorities in a fast-paced environment.
• Client-focused, collaborative and resilient approach, with a commitment to continuous learning and development.

Responsibilities

• Develop and implement strategic initiatives to grow partnerships and maximise portfolio performance.
• Build and maintain strong relationships with clients, partners and key stakeholders.
• Identify cross-selling opportunities, new revenue streams and innovative product solutions.
• Analyse business performance and market trends to inform strategic decisions and improve profitability.
• Manage partnership risks while ensuring compliance with relevant legislation, regulations and internal policies.
• Coordinate product development, marketing initiatives and business improvement projects.
• Collaborate with internal teams, including Legal, Compliance, Finance and Actuarial, to enhance operational efficiency.
• Prepare and deliver presentations to senior stakeholders on business performance, opportunities and industry developments.
• Mentor and coach colleagues to promote knowledge-sharing and professional development.

Skills

Portfolio management

Relationship management

Stakeholder management

Negotiation

Communication

Financial analysis

Project management

Strategic thinking

Business development

Education

Bachelor's degree in Commerce, Finance, Business Management or related field

Job description

We are recruiting on behalf of a client for aPortfolio Manager to strengthen partner relationships, unlock new business opportunities and drive sustainable growth within the life insurance and financial services sector. This is an exciting opportunity for a strategic thinker who can combine industry expertise, commercial insight and exceptional stakeholder management to deliver meaningful business results.

Responsibilities:

• Develop and implement strategic initiatives to grow existing partnerships and maximise portfolio performance.
• Build and maintain strong relationships with clients, partners and key stakeholders.
• Identify cross-selling opportunities, new revenue streams and innovative product solutions.
• Analyse business performance and market trends to inform strategic decisions and improve profitability.
• Manage partnership risks while ensuring compliance with relevant legislation, regulations and internal policies.
• Coordinate product development, marketing initiatives and business improvement projects.
• Collaborate with internal teams, including Legal, Compliance, Finance and Actuarial, to enhance operational efficiency.
• Prepare and deliver presentations to senior stakeholders on business performance, opportunities and industry developments.
• Mentor and coach colleagues to promote knowledge-sharing and professional development.

Requirements:

• A relevant Bachelor's degree in Commerce, Finance, Business Management or a related field.
• 5–8 years' experience in insurance or financial services, preferably in long-term insurance, portfolio management, partnerships, business development, distribution or key account management.
• Strong knowledge of insurance products, distribution models, regulatory requirements, compliance and insurance accounting principles.
• Proven ability to build, manage and grow strategic client and partner relationships.
• Strong commercial and financial acumen, including budgeting, profitability and financial analysis.
• Excellent stakeholder management, negotiation, communication and interpersonal skills.
• Experience in project management, product development and business growth initiatives.
• Strong analytical, problem-solving and organisational skills, with the ability to manage competing priorities in a fast-paced environment.
• A client-focused, collaborative and resilient approach, with a commitment to continuous learning and development.

EE Disclaimer:

All positions will be filled in accordance with the company's Employment Equity plan. We encourage people with disabilities to apply.

Application Unsuccessful Disclaimer:

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