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最后更新 2020年 10月 23日
Core Pacific - Yamaichi Group is an expanding and leading financial services group which served clients in both Hong Kong and the Greater China. Apart from offering financial services & wealth management services, it also provides asset management services. To cater for our rapid development, we are now looking for high caliber professionals to join our Group as:
Front Line
证券/期货/财富管理客户经理 (个人或团队)
工作职责:
  • 為客户提供投资服务
  • 执行客户投资指示
  • 与客户建立及维持良好的关係
  • 建立及发展新客户网络
职位要求:
  • 持证券、期货或保险从业员牌照或资格,并无不良纪录
  • 2年或以上相关工作经验者优先考虑
  • 专长销售、主动积极
  • 友善, 积极进取, 具良好沟通及表达能力
集团配合:
  • 完善的佣金分拆机制
  • 公司特设优惠佣金欢迎加盟之团队
  • 可安排于湾仔总行或长沙湾分行工作
Relationship Manager, Asset Management
Responsibilities:
  • Report to the Managing Director of Wealth Management Group
  • Formulate and implement effective strategies and plans to expand Company's High Net Worth (HNW) clients coverage in the Greater China market
  • Work closely with Product and Support teams to develop and offer suitable products and services to clients to achieve sales targets and grow business, e.g. insurance, funds, bonds, notes and discretionary portfolio, etc.
  • Provide one-stop professional advices and solutions to our clients
  • Ensure sales activities are carried out in compliance with rules and regulations and company policies
Requirements:
  • Report to the Managing Director of Wealth Management Group
  • Formulate and implement effective strategies and plans to expand Company’s High Net Worth (HNW) clients coverage in the Greater China market
  • Work closely with Product and Support teams to develop and offer suitable products and services to clients to achieve sales targets and grow business, e.g. insurance, funds, bonds, notes and discretionary portfolio, etc.
  • Provide one-stop professional advices and solutions to our clients
  • Ensure sales activities are carried out in compliance with rules and regulations and company policies
Vice President / Senior Manager / Manager, Wealth Management Group
Wealth Management serves and deliver an advice-based value proposition to a full range of client segment from mainstream to high net worth individuals (HNWs) and institutional, with a full suite of investment, trust and other wealth management solutions including financial planning through various distribution channels and third-party distributors.

Key areas of accountability for this role are:
  • To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services
  • To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions
  • To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients according to their needs
  • To market our selected funds, medical protection schemes and investment plan to individual or corporate clients
  • To develop and maintain close relationship with clients and review their financial portfolios periodically
More reasons to choose Core Pacific – Yamaichi Wealth Management:
  • State of the art facility & collaborative working environments
  • “Family- Friendly Employers 2013/14 & 2015/16” Award winner
  • Warm coaching, flexible schedule and elite training to ensure success
  • Competitive compensation and Ultimate business opportunities in the region
Qualifications:
  • Degree holder in Business, Finance, Economics or related disciplines
  • Strong communication, interpersonal skills & client relationship management
  • Mature, self-motivated, energetic, outgoing and aggressive in driving business individuals
  • Fluent in Putonghua and background in mainland will be an asset
  • Holder of SFC (Type1 & 4) and IIQES licenses would be an advantage
Back Office
Equity Derivatives Sales Assistant
Responsibilities:
  • Provide support to the sales desk actively across a variety of Equity derivative products, e.g. stock options, index options, futures
Requirements:
  • Bachelor's degree in Business or related field
  • Fresh graduates and candidates with less than 3 years’ experience are preferred
  • Knowledge of equity options, index futures, options and futures execution, etc
  • Fast learner and work efficiently under pressure
  • Fluent English is a must
  • Proficiency in Microsoft Office
Working Hours:
  • 8:00am - 4:00pm
Research Analyst
Responsibilities:
  • Conduct comprehensive analysis and detailed research on equity market
  • Prepare financial modeling on listing companies
  • Prepare research reports and equity recommendations for Brokerage business
  • Prepare reports for Corporate Finance business
  • Prepare and present proposal and attend business meetings
  • Coordinate company events for corporate clients and conduct company visits
  • Maintain internal research database
  • Provide administrative support and perform adhoc duties as required
Requirements:
  • Degree holder in Finance, Accounting or related disciplines
  • Holder of SFC license RA4 and at least 2 years’ experience in Equity Research is a MUST (Experience in Corporate Finance is a plus)
  • Good interpersonal and communication skills, able to work overtime and under pressure
  • Good time management and able to work INDEPENDENTLY
  • Good command of both written and spoken English, Chinese and Mandarin
  • Proficiency in MS Office with advanced skills in Excel
  • Sound knowledge of Bloomberg terminal
Senior Analyst Programmer (Front Office)
Responsibilities:
  • Responsible for software development and maintenance of mission critical front office trading systems
  • Develop new Mobile and Web App
  • Interact with users for collecting requirements and providing technical solutions
  • Perform systems administration and daily IT operation tasks
  • Provide 1st tier end-user systems support
  • Handle ad-hoc queries and report requests
Requirements:
  • Degree holder in Computer Science or related disciplines
  • Familiar with securities trading systems and operations
  • Minimum 3-5 years' experience in development and maintenance, preferably in financial services industry
  • Proficient in Oracle, T-SQL, MongoDB, C#, ASP and .NET
  • Knowledge in Mobile App development is a plus
  • Independent and self-driven
  • Excellent interpersonal and communication skills
  • Good command of both written and spoken English and Chinese, including Mandarin
IT Officer (Contract)
Responsibilities:
  • Provide PC software and hardware support for all users in HQ and CSW branch
  • Maintain and support Microsoft Windows servers, VMWare servers, Linux servers, Lotus Notes Server and Imaging Server, etc.
  • Maintain and support network equipment and network between HQ and branches, etc.
  • Provide support on information services such as ET-Net, Bloomberg, Reuters etc.
  • Perform daily system operations such as daily backup, security control, inventory control, software and hardware installation.
Requirements:
  • Technical Institute Graduates in IT, or related discipline / degree holder in Information Systems are preferred
  • 1 - 2 years of relevant working experience
  • Good command of spoken and written English and Chinese, ability to speak Mandarin is an advantage
  • Good interpersonal and communication skills
  • Good sense of responsibility
  • Initiative and eager to learn new technology
We offer 5 days' work, good career prospects and competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced & dynamic environment, please send your application with availability, present and expected packages in MS Word format to:

The Human Resources Department
Core Pacific – Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
E-mail: recruit@cpy.com.hk or Fax No. 2918-1202
Website: www.cpy.com.hk
Personal data collected will be used for recruitment purpose only.
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