Business Development & Partnership Intern
About us
Endowus is Asia’s leading fee-only digital wealth platform. Licensed by the Monetary Authority of Singapore (MAS) and Hong Kong Securities & Futures Commission (SFC), Endowus is the first digital advisor in the region to span both private wealth (Cash) and public pension savings (CPF & SRS in Singapore), helping all investors grow their money with expert advice, institutional access to financial solutions, low and fair fees, and a delightful personalised digital wealth experience.
Our clients entrust us with a responsibility that goes far beyond technology or financial markets - they entrust us with their wealth - their livelihoods and ambitions of a better future for themselves and their loved ones. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.
The people you will work with
The team has deep domain knowledge in finance and technology, bringing together decades of experience at Morgan Stanley, Amazon, JPMorgan, UBS, Goldman Sachs, Blackstone, Vanguard, ANT, Fidelity, McKinsey, Grab, ByteDance, and many others. See our leadership team here. We practise inclusion and treasure our diversity in background and experience. A diverse team is our biggest asset and we look for people who share our belief in Endowus’ clear mission.
Investors, recognition, licensing
Founded in 2017, Endowus has raised a total of US$95 million in funding from investors such as UBS, EDBI, Prosus Ventures, Z Venture Capital, Samsung Ventures, Singtel Innov8, and global leading venture capital firms Lightspeed Venture Partners and Softbank Ventures Asia.
Endowus’ leadership and growth have been recognised by the industry and it has attained numerous awards including Singapore’s Rising Star and Fintech Innovation in Asset Management, CEO of the Year, CIO of the Year (Asia Asset Management’s Best of the Best Awards 2022), Singapore’s Fintech Startup of the Year (The Asset Triple A Digital Awards 2022), LinkedIn Top Start-ups 2021, Forbes Asia 100 to Watch, WealthTech of the Year (Asia FinTech Awards 2022), Top 15 Singapore’s Best Workplaces Award and Top 100 Asia’s Best Workplaces Award 2022 (Great Place to Work).
The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$6 billion, it is one of the largest independent wealth managers in Asia. From a combination of 100% trailer fees rebates as direct cashback to clients, savings from the access to institutional share class and exclusive funds, Endowus has created more than US$40 million in savings per year for its clients.
Endowus is licensed by the Monetary Authority of Singapore (MAS).
About the team:
- The BDP team is responsible for the following key areas: B2B strategic projects, corporate wellness partnerships with HR teams, startups), B2B partnerships with organisations/associations/affiliates, Endowus Gives Back (social impact), and corporate engagement events
- The BDP team is currently a team of 5, with team members with prior experience in management consulting, banking, venture capital, fund management, and wealth management.
Job Description:
- Corporate Wellness:
- Scope of work
- Support the team on end-to-end coordination of financial literacy activities (this includes liaising with HR partners, logistics coordination, creating visuals/EDMs for external comms, preparing decks and presentations for webinars and seminars and engagement tools for speakers etc.)
- Conduct research into potential target partners
- Internal operations: Maintain and manage voucher issuance and database, manage weekly internal team reports
- Good to have skills/Things you can learn: Google Slides - storylining, Google Sheets - data management and analytics, Basic SQL, Figma - visual asset design, stakeholder management
- Endowus Gives Back
- Scope of work
- Support upcoming annual charity fundraising campaign
- Support team on partner engagements and coordination
- Good to have skills/Things you can learn: Partner management - communication, legal documentation - attention to detail
- Event Management
- Scope of work
- Support team on coordination and setup of any corporate engagements (this includes event planning, logistics, supporting client communications)
- Good to have skills/Things you can learn: Good process and project management
- B2B strategic projects, B2B Partnerships
- Scope of work
- Supporting research
- Preparation of any client materials or external communications
- Good to have skills/Things you can learn: Google Slides, good research skills
Requirements and Qualifications:
- Strong attention to detail
- Process management and time management
- Enjoy working in start-up (agile) environment
- Ability to handle multiple responsibilities and work streams in a fast-paced environment
- You have great communication skills, attitude and the energy to do what it takes to get things done
- Independence and ability to execute, a self-starter
- Strong problem-solving skills
- Be an owner, not a renter - own your work, and see things through to completion
- Be passionate about Endowus and our mission! (You should open an Endowus account to understand what we do!)
Nice to haves:
- Prior internships in client-facing roles
- Previous experience in planning and managing physical events (of any scale)
- Basic knowledge of financial instruments including Stocks, Bonds and Funds would be advantageous
- Experience in online trading or digital investment platforms would be advantageous
Benefits & perks
- Stock options in a fast growing company *
- Employee discount for investing at Endowus
- Flexible working hours and locations so you can live life and your best work - you are trusted to be responsible
- Competitive Staff Benefits; Annual leave, Life & Medical Insurance, Flexible Benefits Allowance *
- Office Productivity Equipment; Omnidesk Standing Desk & Ergonomic Chairs, Dell UltraSharp USB Type-C Monitor, high-end computer peripherals
- Choice of latest Apple or PC equipment
Note: * is only applicable to Full-Time employees
- Email subject: [Role you are applying for], [Your name]
- Attach your CV
- Content portfolio — Original content creation (English and Traditional Chinese), translation (English to Traditional Chinese), any marketing/social media samples
- Cover letter in body of your email
- Requirement for credit bearing
- Notice period (if any)
- Current location
- Visa assistance for role location? (Y/N)
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