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Assistant Officer – Portfolio Management at CPF Financial Services

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Job Detail

  • Job ID 1008647
  • Career Level Others
  • Experience Less Than 1 Year
  • Industry Management
  • Qualifications Degree Bachelor

Job Description

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

Required skills

A Bachelor’s Degree in Commerce, Accounting, Actuarial Science, Economics or in any other related fi At least one (1) experience dealing with financial products CFA candidate is an added advantage CIFA student CISI level 2

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