Assistant Officer – Portfolio Management at CPF Financial Services

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Job Detail

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

The Application deadline closed.

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