Portfolio Manager

Pathfinders Consulting Pty (LTD); Sandton; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A leading cell captive insurance provider is seeking a results-oriented Portfolio Manager to enhance their UMA portfolio. This role involves strategic initiative execution, partner engagement, and financial performance analysis, requiring a strong background in insurance and proven experience in portfolio management.

Benefits

Collaborative and expert team environment

Exposure to compliance, actuarial, underwriting, and reinsurance disciplines

Influence on strategic initiatives and financial success

Qualifications

• Minimum 7 years’ experience in the insurance industry, ideally in a portfolio management or partnership role.
• Strong understanding of claims, reinsurance, underwriting, compliance, and insurance financials.
• Ability to work autonomously and collaboratively in a dynamic environment.

Responsibilities

• Implement strategic initiatives across cell captive partnerships.
• Manage UMA partner relationships with oversight of claims, underwriting, compliance, and solvency.
• Drive portfolio growth and profitability through effective partner engagement and marketing.

Skills

Business Acumen

Client Orientation

Negotiation

Collaboration

Accountability

Education

BCom Degree or equivalent relevant tertiary qualification

FAIS Compliant

Job description

We are recruiting a results-oriented Portfolio Manager to support the growth and operational excellence of a leading cell captive insurance provider’s UMA portfolio. The role focuses on strategic initiative execution, partner engagement, performance monitoring, and ensuring compliance and financial alignment with internal and regulatory standards.

Key Responsibilities

Implement strategic initiatives across cell captive partnerships.

Manage UMA partner relationships with oversight of claims, underwriting, compliance, and solvency.

Drive portfolio growth and profitability through effective partner engagement and marketing.

Coordinate with internal departments (underwriting, claims, actuarial, compliance, reinsurance, finance) and external stakeholders such as the FSCA.

Analyze and manage the financial performance of UMA cell captive partners.

Requirements

Qualifications & Experience

BCom Degree or equivalent relevant tertiary qualification (essential)

FAIS Compliant (required)

Minimum 7 years’ experience in the insurance industry, ideally in a portfolio management or partnership role

Strong understanding of claims, reinsurance, underwriting, compliance, and insurance financials

Ability to work autonomously and collaboratively in a dynamic environment

Business Acumen : Understands insurance operations and financial fundamentals.

Client Orientation : Demonstrates service excellence and partnership building.

Negotiation : Navigates complex conversations and solutions with stakeholders.

Collaboration : Works cross-functionally to ensure strategic alignment.

Accountability : Takes ownership of projects and partner outcomes.

Why Consider This Role?

Work within a niche, high-impact area of insurance (cell captives and UMA partnerships)

Influence strategic initiatives and financial success

Gain exposure across compliance, actuarial, underwriting, and reinsurance disciplines

Be part of a small, collaborative, and expert team

Contribute to long-term business growth and transformation