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最后更新 2021年 1月 29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
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
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
Senior Settlement Assistant / Settlement Assistant
Responsibilities:
  • Handle trade processing and daily settlement for Hong Kong listed/ Hong Kong connect A stock / Equity option
  • Handle corporate action entitlement
  • Handle stock deposit and withdrawal (Physical / CCASS)
  • Perform daily cash and stock reconciliations and stamp duty return
  • Prepare foreign exchange transaction
  • Perform UAT
Requirements:
  • Degree holder is preferable
  • 1 year experience in settlement operationse
  • Good MS Office skills and hands-on CCASS operations
  • Hardworking and willing to take up responsibilities with good team spirit
  • Good command of spoken and written English and Chinese, includes Mandariny
  • Able to work overtime and under pressure
  • Fresh graduate will also be considered as Settlement Assistant
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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