Investment Consultant Trainee (Fresh Grad welcome) (18k+, 5 days)

About us The employer is a dynamic and forward-thinking firm operating in the Financial Services sector, specializing in Premium Financing & Investment. They are committed to providing exceptional advisory services and building strong relationships with their clients. The team is dedicated to delivering innovative solutions and fostering a culture of excellence, professional development, and integrity. They pride themselves on nurturing talent and creating opportunities for ambitious professionals to grow their careers within a supportive and collaborative environment. Location: Quarry Bay, Eastern District, Hong Kong Employment Type: Full-time | Five-day work week Salary: Competitive Launch Your Finance Career with Purpose Are you ready to turn your interest in finance into a career that moves at pace? Join our team as an Investment Consultant Trainee and take your first meaningful step into the world of investment banking and corporate finance. This is an exciting opportunity for recent graduates and early-career professionals who are ambitious, analytical, and eager to learn from experienced industry professionals. Based at our Quarry Bay office, you will gain practical exposure to investment analysis, financial modelling, client relationship management, and business operations. You will contribute to real client work, build essential professional skills, and develop the foundation for a rewarding long-term career in finance. What You Will Do •Support financial analysis for investment opportunities and client advisory work •Prepare investment presentations, reports, memoranda, and pitch materials •Conduct industry and competitor research to support investment recommendations •Understand clients’ financial needs and risk profiles, helping to identify suitable investment portfolios •Join client meetings and presentations; take notes and follow up on agreed action items •Liaise with internal teams and external parties to gather information and support deal progression •Maintain organised deal files and documentation in line with company procedures •Contribute ideas and support the preparation of investment proposals What We Are Looking For •A recent graduate or early-career professional with a degree in Finance, Economics, Business, Accounting, or a related discipline •A genuine interest in investment banking, corporate finance, and financial markets •Excellent written and verbal communication skills •Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment •A proactive mindset, strong work ethic, and eagerness to learn •The ability to work effectively both independently and as part of a team •Proficiency in Microsoft Office, especially PowerPoint and Word •Knowledge of Hong Kong financial markets and the regulatory environment is an advantage Why Join Us? •Start building hands-on experience in investment analysis and client advisory work •Learn directly from experienced professionals in a dynamic finance environment •Strengthen the analytical, communication, and commercial skills valued across the industry •Take on meaningful responsibilities while developing your potential •Join a growing team supporting an expanding client base If you are driven by curiosity, motivated by challenge, and ready to begin your journey in finance, we would love to hear from you. Apply now and start building the future you want in finance.