Assistant Officer – Portfolio Management at CPF Financial Services
- @TrendyJobbers | HR Outsourcing
- Contract
- Posted 3 months ago
- Apply Before: August 23, 2024
- 0 Click(s)
- View(s) 71
Job Detail
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Job ID 1008647
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Career Level Others
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Experience Less Than 1 Year
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Industry Management
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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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