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Cape Town City Centre: Private Broker

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Job Description

About the Role

We are seeking a skilled and experienced Private Broker to join our team in Cape Town City Centre. As a hybrid role, you will work both virtually and from our office, managing a portfolio of high-net-worth clients and driving growth and administration of their insurance needs.

Key Responsibilities

  • Manage and oversee a portfolio of client accounts
  • Develop and lead day-to-day relationships with clients
  • Coordinate all activities related to the portfolio of clients
  • Build and update client profiles of risks and needs analysis per client
  • Prepare renewal documents, notifications, and meeting with clients as needed
  • Provide professional and accurate advice to clients on cover, exclusions, underwriting requirements, and terms and conditions
  • Generate referrals from clients through excellent service and knowledge of insurance
  • Liaise and develop relationships with colleagues across the business and other key role players in the High-Net-worth environment
  • Increase cross-sell opportunities at all times

Requirements

  • Registration as a representative with the FSCA in terms of the FAIS Act
  • Registration as an associate with the IISA
  • Digital literacy with sophisticated experience in MS Word and Excel
  • Well-developed working knowledge of relevant product offerings in the short-term insurance industry
  • Knowledge of compliance and quality control in the insurance environment
  • Excellent functional knowledge of policy wordings

Qualifications

  • Grade 12 (matric)
  • A Bachelor’s degree is preferable

Salary & Benefits

Not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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