Senior Officer – Business Development at CPF Consulting

Key duties and responsibilities
Business Development & Performance Delivery

• Achieve all business development and sales targets as cascaded by the Portfolio Manager.
• Drive growth across all CPFAM products by increasing Funds Under Management (FUM), product revenue, client numbers, and client retention.
• Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.

Strategic Planning & Reporting

• Work closely with the Portfolio Manager to implement corporate strategies, plans, forecasts, and reports in line with the Company’s Strategic Plan.
• Formulate and execute business development, sales, and marketing plans to grow the customer base and expand distribution channels.
• Prepare and submit weekly business development performance reports to the Portfolio Manager.
• Prepare monthly commission schedules for payable agents and advisors.

Sales, Marketing & Brand Visibility

• Develop and implement a sales and marketing calendar of events to promote CPFAM products within the target market, aligned with the approved annual marketing budget.
• Present CPFAM products to prospective clients through face-to-face meetings, virtual engagements, telephone calls, and email communication.
• Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strengthen market presence.

Advisor, Agent & Staff Management

• Recruit, develop, manage, and mentor Financial Advisors, Agents, and CPF staff to achieve sales budgets and activity targets.
• Support continuous capacity building of advisors and agents through coaching, performance monitoring, and structured training initiatives.

Client Relationship & Service Management

• Build and maintain strong professional relationships with clients, partners, professionals, the business community, and relevant government agencies.
• Monitor and address clients’ investment needs to ensure appropriate solutions and sustained satisfaction.
• Ensure clients receive account statements and related communications in a timely manner.

Client Onboarding & Compliance

• Ensure smooth onboarding of new clients by coordinating the collection and verification of all required KYC documentation in line with regulatory and internal policies.

Professional Development & Other Duties

• Maintain continuous personal and professional development to meet the evolving demands of the role.
• Perform any other duties assigned by the supervisor from time to time.

Job Specifications

• Bachelor’s degree in finance, Accounting, Actuarial Science, Economics, or any other related field.
• At least CISI level 2 qualification
• CFA and CIFA Students will have an added advantage.
• At least 5 years’ experience in the Financial Services sector