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)




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