Business Development & Client Sucess Intern

We are looking for a proactive and detail-oriented intern to support business development, client success, onboarding coordination, trade transaction support, and day-to-day relationship management. The role is suitable for someone who enjoys client-facing work, sales support, operational follow-through, and cross-team coordination in a fast-paced financial services environment.

Support Business Development and Client Success teams with daily client servicing, sales coordination, onboarding follow-up, and internal workflow tracking.

Assist with processing account opening by coordinating KYC/onboarding documents, checking completeness, and following up with clients and internal stakeholders.

Provide trade transaction support by coordinating transaction documentation, status updates, client instructions, and post-transaction follow-up with relevant internal teams.

Support client relationship management through timely follow-ups, meeting coordination, client communication records, and preparation of client-facing materials.

Assist new customer business development by researching potential clients, building outreach databases, identifying partnership leads, and supporting client acquisition campaigns.

Coordinate communication between sales, marketing, operations, product, and compliance teams to ensure client requests are handled efficiently.

Maintain organized records of sales activities, client correspondence, transaction status, and onboarding progress.

Prepare and update sales materials, product information, client presentations, and internal tracking sheets.

Conduct market, competitor, and customer research to support business development strategy and campaign planning.

Assist in mapping and improving customer journey workflows, documentation processes, and operational handoff points.

Collaborate with marketing to align client outreach, campaign messaging, and sales initiatives.

Handle general administrative support such as scheduling meetings, organizing documents, managing trackers, and preparing progress updates.

Bachelor’s degree or current undergraduate studies in Business, Economics, Finance, Marketing, Communications, or related disciplines.

Strong interest in business development, client servicing, financial products, fintech, wealth management, or capital markets.

Proficiency in English and Chinese to support communication with English- and Chinese-speaking clients and stakeholders.

Excellent interpersonal, communication, coordination, and follow-up skills.

Detail-oriented, responsible, organized, and comfortable managing multiple workstreams.

Able to work well in a team and coordinate effectively across departments.

Self-motivated, proactive, and willing to learn in a fast-paced environment.

Prior exposure to sales support, client servicing, investor relations, financial services, or growth/business development is preferred but not required.

Learning Outcomes

Practical exposure to client onboarding and account opening processes in financial services.

Hands-on understanding of BD pipeline management, client relationship follow-up, and sales campaign execution.

Experience supporting investment product discussions, trade-related coordination, and client communication workflows.

Cross-functional collaboration with sales, marketing, operations, compliance/KYC, and product stakeholders.