BUSINESS DEVELOPMENT OFFICER (6 POSITIONS)

Key Duties and Responsibilities

• Business Development & Growth
  • Deliver all business development targets as cascaded by the Senior Officer – Business Development.
  • Drive growth across all CPFAM products by increasing Assets Under Management (AUM), product revenue, client numbers, and client retention within the designated area.
  • Formulate and implement branch-level sales and marketing plans to acquire new clients and expand the existing customer base.
  • Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.
• Sales, Marketing & Distribution
  • Promote and present CPFAM products to prospective clients through face-to-face meetings, telephone engagement, and electronic communication.
  • Develop and expand new distribution channels for CPFAM products to enhance market penetration.
  • Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strategic contacts.
• Client Relationship Management
  • Build and maintain strong relationships with clients, partners, professionals, the business community, and relevant government agencies within the area of assignment.
  • Monitor and address clients’ investment needs and provide tailored solutions in line with their objectives.
  • Update clients regularly on portfolio performance through meetings, calls, and written communication.
  • Ensure timely delivery of client statements and other relevant communications.
• Client On-Boarding & Compliance
  • Ensure smooth and efficient client onboarding by collecting and verifying all required Know Your Customer (KYC) documentation in line with regulatory and internal requirements.
• Professional Development & Team Support
  • Continuously enhance personal and professional competencies to meet evolving job demands through relevant training and development activities.
  • Support and encourage the development and training of staff and agents within the branch.
• Other Duties
  • Perform any other duties assigned by the supervisor from time to time.

Job Specifications

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