Background information about the job or company (e.g., role context, company overview)

CPF Consulting is the Training and consultancy arm of the CPF Group. Harnessing experience spanning over 90 years and partnership with renowned Consultants and trainers, CPF Consulting brings practical solutions to the myriad challenges facing organizations and individuals.

Responsibilities or duties

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.

Qualifications or requirements (e.g., education, skills)

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.

Experience needed

• At least 5 years’ experience in the Financial Services sector

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

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

• Business Development
• Sales
• Marketing
• Client Relationship Management
• Financial Services
• Team Management
• Performance Monitoring
• KYC Documentation

• 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.