CPF Financial Services is a Group of companies operating within Kenya and South Sudan offering a dynamic pool of services in Retirement Benefits, Financial, Training and Consultancy, Property Management and ICT.

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