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

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