Business Development & Investments Intern supporting new business opportunities, client relationships and investment advisory research, requiring a bachelor’s degree in Finance, Business, Economics or a related field and 0-2 years relevant experience, in a consulting environment, on-site role.
Role purpose
The
Business Development and Investments Intern will support Zurit Consulting in
identifying and developing new business opportunities, strengthening client
relationships and delivering accurate investment and financial advisory
support. The role is designed for an early-career professional who wants
practical exposure to business growth, client engagement, research and
investment-related work in a supervised environment.
Key Responsibilities
Business
development
- Research
target markets, organisations and prospective clients aligned with Zurit
Consulting’s services.
- Support
targeted outreach through calls, email, professional networks and digital
channels.
- Generate
and qualify leads, schedule meetings and maintain timely follow-up with
prospects.
- Assist
in preparing proposals, presentations, pitch materials and client
follow-up correspondence.
Client
relationship management
- Support
client onboarding, meeting preparation and responses to routine client
enquiries.
- Maintain
professional and accurate client records while observing confidentiality
requirements.
- Assist
with client engagement activities, webinars, events and relationship
follow-ups.
Investments
and advisory support
- Gather,
verify and organise client financial data for review by the advisory team.
- Conduct
basic market, investment and product research under supervision.
- Support
the preparation of financial analyses, summaries and client education
materials.
- Ensure
that all investment-related work is accurate, well documented and approved
before it is shared externally.
Pipeline
and reporting support
- Update
the customer relationship management system with leads, activities and
next actions.
- Prepare
concise weekly reports on outreach, qualified leads, meetings, proposals
and follow-ups.
- Work
with the wider team on campaigns and other reasonable assignments
connected to business development and client delivery.
Qualifications and experience
- Bachelor’s
degree in Finance, Business, Economics, Actuarial Science, Data Science,
Commerce or a related field.
- Zero
to two years of relevant experience, including internships, attachments,
projects or volunteer assignments.
- Demonstrated
interest in business development, financial advisory, investments or
client service.
- Working
knowledge of Microsoft Office or Google Workspace; confidence using
spreadsheets is an advantage.
Core competencies
- Clear
written and verbal communication.
- Confidence
engaging prospective and existing clients professionally.
- Analytical
thinking, numerical accuracy and attention to detail.
- Initiative,
curiosity and willingness to learn from feedback.
- Strong
organisation, follow-through and ability to manage competing priorities.
- Integrity,
discretion and respect for confidential client information.
- Digital
confidence and ability to learn new systems quickly.
Performance expectations
- Consistent
and professional outreach that produces relevant, well-qualified leads.
- Accurate
and timely updates to the business development pipeline and client
records.
- Prompt
follow-up on assigned actions and strong preparation for client
engagements.
- High-quality
research, analysis and documentation with minimal avoidable errors.
- Positive
teamwork, reliability and adherence to Zurit Consulting’s professional
standards.
Learning and development
The
intern will gain hands-on exposure to business development, client relationship
management, financial advisory and investment research. The role will include
structured supervision, practical assignments and feedback intended to
strengthen commercial, analytical and professional skills.
Professional boundaries
The
intern will work under supervision and must not provide independent investment
advice, approve recommendations, commit Zurit Consulting to commercial terms or
share confidential information without authorisation.
How to apply
Send your
CV and a brief cover note to info@zuritconsulting.com
using the
subject line Business Development and Investments Intern.
