Trendyjobbers - Feed https://trendyjobbers.com/jobs-listing/?skill=cisi-level-2 Your trusted employment management partner Sat, 18 Apr 2026 13:01:23 +0000 hourly 1 https://wordpress.org/?v=6.9.4 https://trendyjobbers.com/wp-content/uploads/2023/07/cropped-android-chrome-512x512-1-32x32.png CISI level 2 | Trendyjobbers https://trendyjobbers.com/jobs-listing/?skill=cisi-level-2 32 32 <![CDATA[Assistant Officer – Portfolio Management at CPF Financial Services]]> Wed, 21 Aug 2024 12:11:56 +0000 Mon, 21 Aug 2034 12:12:12 +0000 Fri, 23 Aug 2024 00:00:00 +0000 Duty Station: CPF Headquarters Terms of engagement: 6 years’ contract Duties and Responsibilities Ensuring all clients funds are invested in line with client, RBA, CMA and IPS guidelines Reporting to clients Sell CPF products Advise the company on new products Advise the company on products improvement and distribution channels and enhance customer value proposition Attend...

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]]> Duty Station: CPF Headquarters

Terms of engagement: 6 years’ contract

Duties and Responsibilities

  • Ensuring all clients funds are invested in line with client, RBA, CMA and IPS guidelines
  • Reporting to clients
  • Sell CPF products
  • Advise the company on new products
  • Advise the company on products improvement and distribution channels and enhance customer value proposition
  • Attend quarterly board of trustee’s meetings and report presentations
  • Liaise with the client in all matters pertaining to their investment including payments
  • Attend and do presentations on AGMs and Education days
  • Liaise with external consultants
  • Client retention
  • Any other duties assigned by the supervisor.

Vacancy Ref. No. CPF/AM/07/01/24
Job Grade 9

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