Company
The Henley Group
thehenleygroup.com.sg
Designation
Business Development Intern
Date Listed
04 Aug 2014
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Flexible Start, For At Least 3 Months
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
30 Cecil Street, Prudential Tower
#23-01
Allowance / Remuneration
$200 - 600 (project /contract based)
Company Profile
The Henley Group is one of the largest wealth management firms in the Asia region with over 100 employees servicing more than 4,000 clients. The Henley Group is part of the St. James’s Place Wealth Management Group, a UK listed FTSE 100 company with over £45bn of client funds under management.
Established in 1990, The Henley Group has been built into a leading wealth management organisation with offices in Hong Kong, Singapore, Shanghai and UK. We have experienced significant, continual growth since 1990 as a result of the strength of the relationship with our clients, their satisfaction with the expert advice provided by our advisers and the referrals which have resulted. The Group is committed to providing a holistic approach to personal finance, and the very best client service and outcomes to meet the ever changing needs of our diverse client base.
The Henley Group is licensed by the Hong Kong Securities and Futures Commission, is a MPF intermediary registered with the Mandatory Provident Fund Schemes Authority in Hong Kong and is a member of The Hong Kong Confederation of Insurance Brokers. In Singapore, The Henley Group is licensed by the Monetary Authority of Singapore, and is a member of the Association of Financial Advisors in Singapore.
Established in 1990, The Henley Group has been built into a leading wealth management organisation with offices in Hong Kong, Singapore, Shanghai and UK. We have experienced significant, continual growth since 1990 as a result of the strength of the relationship with our clients, their satisfaction with the expert advice provided by our advisers and the referrals which have resulted. The Group is committed to providing a holistic approach to personal finance, and the very best client service and outcomes to meet the ever changing needs of our diverse client base.
The Henley Group is licensed by the Hong Kong Securities and Futures Commission, is a MPF intermediary registered with the Mandatory Provident Fund Schemes Authority in Hong Kong and is a member of The Hong Kong Confederation of Insurance Brokers. In Singapore, The Henley Group is licensed by the Monetary Authority of Singapore, and is a member of the Association of Financial Advisors in Singapore.
Job Description
Client generation
- Conducting client research using web mediums such as LinkedIn, Facebook and cross referencing this data versus Salesforce.
- Client segmentation - identify key demographics
Relationship building
- Pre-qualification and confirmation of client meetings
- Re-organise deferrals and organising client/consultant follow up meetings
Reporting and Analysis
- Balance sheet reconciliation - updating of client Blue Sheet Status
- Assist with quarterly and annual Henley Investment Portfolios - providing summary and trend reports
- Assist with client valuations
- Conducting product and market research
Administration
- Performing administrative tasks directed by the Wealth Management Consultant
- Maintenance of THG CRM database
Qualifications:
Candidates should demonstrate a strong combination of the following characteristics:
Client focus
- Proven academic excellence
- Strong quantitative/analytical skills, attention to detail and client focus
- Ability to work in a team based collaborative environment
- Exceptional time management and prioritization skills
- Strong written and oral communication skills
This position is already closed and no longer available. You may like to view the other latest internships here.
Related Job Searches:
- Company:
The Henley Group - Designation:
Business Development Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance
Discuss this Job:
You can discuss this job on Clublance.com #career-jobs channel, or chat with other community members for free: