Vacancies at CPF Financial Services

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

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Vacancy Ref. No. CPF/AM/02/01/24
Job Grade 8

Duty Station: CPF Headquarters

Terms of engagement: 6 years’ contract

Duties and Responsibilities

• Posting all transactions
• Reconciliation
• Risk and Compliance
• Reporting
• Client relationship management
• Units’ allocation and unit holders administration
• Income accumulation, allocation and distribution
• Daily Net Asset Value determination
• Unit trust accounts preparation
• Unit prices and yields publication
• Any other duties assigned by the supervisor

Requirements for appointment:

• A bachelor’s degree in commerce, Accounting, Actuarial Science, Economics or any other finance related degree from a recognized institution.
• At least CIFA level 4
• CFA and CISI candidate will be an added advantage.
• At least 3 years specific experience in unit trust administration/operations.
• Compliance with Chapter 6 of the Constitution of Kenya, 2010