As Singapore’s first comprehensive financial planning company
IPP was founded as a financial advisory company in 1983 by Wee Tiong Howe, at the time a leading distribution manager of a multinational insurance company.
Staffed with the most professionally and academically qualified financial planning and life insurance professional advisers in Singapore and the region, IPP quickly grew to become a renowned and trusted financial advisory.
In 1986, the Securities Industry Act was introduced in Singapore. Two years later, IPP gained its Investment Adviser License, becoming one of the first non-bank licensed investment advisers. Following the introduction in 2002 of the Financial Advisers Act (FAA) to provide a legal framework for an integrated license for advisory services in life insurance and securities, the IPP businesses were integrated into a complete financial planning business.
As an independently owned Licensed Financial Adviser, IPP quickly grew to become one of the leading financial advisory businesses in Singapore and the region. In 2006, IPP acquired the necessary dealing and advisory licenses to deal in securities and life insurance with the Hong Kong Monetary Authority.
Job description
The Business Development Intern is responsible for all marketing and business development initiatives and activities. The key to success in this role is to bring energy, ideas, commitment and creative thinking to the table.
Responsibilities
- Client targeting - reviewing the client portfolios of the practices and the Firm and assisting the partners in identifying and selecting key clients to be the focus of development efforts, as well as new client relationships to be developed. Once the target clients are identified and agreed, developing and implementing business development campaigns and client account plans which particularize relationship and revenue objectives.
- Strategic planning and marketing - working with the partners to drive marketing and business development strategies
- Strategic pitching – managing the preparation of capability statements, proposals, presentations and other written materials to present the Firm to our target clients. These documents must communicate the strengths, capabilities and key messages of the Firm, and assist partners to win work and develop relationships with existing, target and potential clients through meetings and trainings. All materials must be prepared to an exceptionally high standard, with careful attention to detail and in a timely manner.
- Research - coordinating research and analysis to support client development activities, tracking industry/regional trends and activity of key clients, contacts and prospective targets to bring new developments to the attention of the partners.
- Sales pipeline - tracking opportunities arising from marketing and business development activities (including BD initiatives, pitches, events, etc.). Analyzing outcomes arising from these opportunities.
Communications
- Working with the firm’s Communications team to develop ideas to improve the profile and positioning of the Practice and the firm – both internally and externally.
- With the support of the direct report, maintaining meaningful, convincing and concise marketing material for the practice, consistent with the firm’s other marketing materials. This includes brochures, fact sheets, biographies, the website and other collateral.
Events
- Assessing the value, relevance and cost / benefits of various profile raising and hospitality options with key clients and decision makers
- Executing marketing events
Other
- Assisting in the integration of any new joiners in to the practice groups and the firm.
Education/Qualifications
- Qualifications in marketing or business .
- Native English written and oral communication skills. High level written skills are critical.
- Spanish, Italian and French language skills would be highly desirable, but not essential.
Essential Job RequirementsPersonal Attributes
- Sound analytical and decision-making skills and judgment in sensitive situations.
- A team player attitude, balanced with an ability to work independently.
- Strong project management skills, capable of driving forward initiatives to achieve desired outcomes.
- Attention to detail and the ability to produce work of the highest quality.
- The ability to multi-task, prioritize, work under pressure and to tight deadlines.
- Strong interpersonal skills.
- The ability to engage, build strong relationships with, and gain the confidence of colleagues at all levels.
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- Company:
IPP Financial Advisers - Designation:
Business Development Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance