About us

Business Development & Financial Advisor intern

General Internship Information

  • Business Area: Finance
  • Location: Shanghai
  • Duration: 2 months - 6 months
  • Allowance: 0.00 CNY
  • Other benefits:
  • Reference: 614

Daily Tasks

As a Business Development & Financial Advisor Intern you will work on several projects simultaneously. Your tasks will include, but are not limited to:
- Build up knowledge about the company’s financial services & products
- Develop and generate leads through cold calls, emailing, research and neworking
- Promote an extensive range of investment services
- Book and prepare appointments with potential clients
- Assist with preparing, checking and analysing financial statements
- Analyze and understand the clients’ needs
- Attend client meetings
- Give financial advice (business and private) to clients
- Review reports, make amendments and make fund selection
- Provide administration support


- Interest or experience in finance
- Fluent in English
- Any other language is a plus
- Capacity to listen
- Capacity to analyze
- Comfortable handling phone calls
- Ability to work in a team and individually
- Willingness to learn
- Good interpersonal skills
- Ability to meet deadline and process big workloads

Additional Information

- You will work alongside the General Manager that has been living and working in the company and Shanghai since 2005
- You will receive training on their financial services
- Allowance is based on results (commissions)

Company Description

This company brings Clients, Products & Services together to provide a strong foundation and a continuous platform for all their Financial Service requirements. They do all of this for their clients and their families. Their Principals have over 100 years of combined experience across global markets. These include UK & Offshore Financial Services, Local and International Estate Agency, International Mortgage arrangement, Insurance Broking as well as Trust creation and Asset protection.


If you have any questions about our program, please feel free to contact us!

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