Schroders Story
Creating a better future by investing responsibly for our clients
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients' needs. That's why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Our corporate purpose is to invest actively and responsibly to create better futures for our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,500+ people across 38 locations across Europe, the Americas, Asia and the Middle East who focus on doing just this.
We are a global business which is managed locally. This allows us to always keep our clients' needs at the heart of everything we do. For over 200 years and more than seven generations we've grown and developed our expertise in tandem with our clients' needs and interests.
*as at 30 Jun 2024
Our Values
Excellence: We want to excel at what we do. We continually strive to do better.
Innovation : We challenge how things are done and anticipate future opportunities.
Teamwork: We work as one team for our clients. We value the contribution of individuals and encourage healthy debate.
Passion: We share a deep-rooted enthusiasm for what we do. We demonstrate this through the dedication and energy we bring to servicing our clients.
Integrity: We build strong relationships based on trust and confidentiality.
Who we're looking for
All applicants must be ambitious, resilient and energetic. You'll need to show us you're a self-starter with ambition and a willingness to get involved.
Job Description
Title: Client Group Intern
Department: Client Group *2
Reports To: Line Manager
The Client Group department is pivotal in cultivating client relationships and distributing investment products through diverse channels, including both Institutional and Intermediary. Acting as a bridge between our products and clients, it facilitates communication and ensures that offerings align with client needs and market demands. Exceptional client support is at the core of this department's activities, making it essential for driving business growth.
Purpose of your role
As part of the Client Group internship program, this role focuses on providing active assistance in Client Group Support while gaining valuable exposure to the broader functions. The Support responsibilities extend across several service areas, such as client onboarding, product onboarding, agreement review, account opening KYC, operational troubleshooting (transfer agency), Salesforce management, ongoing AML due diligence, trailer payment verification, and handling investor inquiries. The intern will also benefit from learning opportunities in the Intermediary and Institutional business to enhance their experience and skill set.
In this Role, You Will:
- Support Client Due Diligence: Assist in ensuring compliance with regulatory and company standards by actively contributing to client due diligence processes.
- Support Business Requests: Provide timely and insightful support for ad-hoc product requests and related tasks.
- Engage in Strategic Projects: Participate in the Intermediary and Institutional project study, gaining valuable exposure to real-world challenges and innovative solutions.
Key Responsibilities
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- Provide translated summary for various fund updates and reports
- Provide and update financial industry analysis, including insurance asset allocation analysis, insurance product analysis, FoF analysis, and various ad-hoc projects.
- KYC Database maintenance
- Prepare Daily Screening Review report and resolve screening alerts
- Follow-up investigations on WorldCheck hits, FSC penalty announcement, negative news
- Conduct Individual Screening and finalize Review report (ASL, MOEA changes etc)
- Ongoing AML/KYC Solution support
- To assist with ongoing FI sanction log, Financial Crime Mgmt Info
- To assist with regular AML requests from distributors (UBO & Senior Mgmt declaration, Internal Control Declaration)
- To assist with new AC opening KYC documentation
- To assist with ad-hoc requests from the Client Group and the regulator (inspection, survey, etc.)
- To assist with mandates related requests (Monthly Report Delivery, periodical review on portfolio list, investment book update etc.)
- To assist with product on-shelf requests (both Intermediary & Institutional)
- To provide administrative support (document filing & scanning, expenses reports etc..)
Experience and Qualifications Required
- Major in Economics or Finance related studies.
- Excellent skills in English and Chinese.
- Excellent skills in Microsoft Office applications, specifically Word, PowerPoint & Excel.
- Work with passion and willingness to handle multi-tasks under time pressure.
- Be comfortable with a large volume of repetitive tasks.
- Good work ethic and good working attitude
- Organization and prioritization skills
- Detail oriented and able to manage time efficiently.
- SITCA license preferred