Assistant Officer – Portfolio Management Unit Trust Administrator – 2 Posts

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

Requirements for appointment:

A Bachelor’s Degree in Commerce, Accounting, Actuarial Science, Economics or in any other related field from a recognized institution.
CFA candidate is an added advantage
CIFA student
CISI level 2
At least one (1) experience dealing with financial products
Compliance with Chapter 6 of the Constitution of Kenya, 2010

go to method of application »

Those who meet the minimum requirements are requested to submit their applications clearly indicating the position applied for together with:All applications to be done through the CPF E-recruitment Portal using this link; http://erecruitment.cpf.or.ke/  by Friday, 23rd August 2024, and not later than 5:00 pm.Please note that CPF Group is an equal opportunity employer. Failure to attach all the required documents and any form of canvassing shall lead to automatic disqualification. Applications received after the deadline will not be considered.

Apply via :

erecruitment.cpf.or.ke