Finance & Investment Trainee

    Location: Causeway Bay, Wan Chai District

    Job Type: Full time

    Salary: $20,000 – $22,000 per month

    About the role

    An exciting opportunity has arisen for a Finance & Investment Trainee to join the dynamic team at our client’s company. As a full-time position, you will have the opportunity to gain hands-on experience in the fast-paced world of corporate finance and investment banking.

    What you’ll be doing

    • Advising on Investment Strategy – Work directly with clients and senior advisors to deliver tailored insights, using financial analysis and modeling to guide strategic investment decisions.
    • Leading Market Intelligence Initiatives – Take ownership of deep-dive research into key industries and market trends, translating data into clear, actionable recommendations for both clients and internal stakeholders.
    • Crafting High-Impact Presentations – Collaborate with leadership to develop pitch decks and advisory reports that clearly communicate value propositions to investors, stakeholders, and business partners.
    • Delivering Strategic Client Solutions – Build strong, consultative relationships by proactively identifying opportunities to add value and enhance client portfolios through cross-disciplinary collaboration.
    • Shaping the Future of the Business – Play an active role in shaping the firm’s strategic direction by contributing to high-level business development initiatives and positioning yourself for rapid growth into a management role.

    What we’re looking for

    • A recently completed degree, preferably in Finance, Economics, Accounting, or a related field
    • Strong analytical and problem-solving skills, with the ability to work with financial data
    • Excellent communication and interpersonal skills, with the ability to work effectively in a team
    • A keen interest in the financial services industry and a desire to learn and grow
    • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
    • Fluency in English and, ideally, additional Asian languages

    What we offer

    Our client is committed to providing our employees with a rewarding and fulfilling career. You’ll have the opportunity to work alongside industry experts, access comprehensive training and development programmes, and enjoy a competitive salary income. We also offer a range of wellbeing initiatives and a collaborative, supportive work environment to help you thrive.

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