人力資源
最后更新 2020年 9月 21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
證券/期貨/財富管理客戶經理 (個人或團隊)
工作職責:
  • 為客戶提供投資服務
  • 執行客戶投資指示
  • 與客戶建立及維持良好的關係
  • 建立及發展新客戶網絡
職位要求:
  • 持證券、期貨或保險從業員牌照或資格,並無不良紀錄
  • 2年或以上相關工作經驗者優先考慮
  • 專長銷售、主動積極
  • 友善, 積極進取, 具良好溝通及表達能力
集團配合:
  • 完善的佣金分拆機制
  • 公司特設優惠佣金歡迎加盟之團隊
  • 可安排於灣仔總行或長沙灣分行工作
Team Head, Wealth Management (High Net Worth Clients)
Responsibilities:
  • Report directly to Wealth Management Group Head
  • Formulate and implement the acquisition, growth strategies for HNW clients to cover Greater China market
  • Achieve personal targets as well as lead the sales team to achieve the business targets
  • Offer one stop solutions to clients by leveraging the broad range of products, covering Insurance, Funds, Bonds, Notes, etc
  • Work closely with Product and Supporting teams to offer suitable products and services to meet clients expectation
Requirements:
  • At least 5 years' of experience in sales team head position in financial services industry
  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Holder of SFC license RA1
  • Holder of IIQE qualification (Paper 1,2,3,4 and 5)
  • Pro-active, good organization and problem-solving skills
  • Good command of spoken & written English & Chinese, including Putonghua
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
Assistant Settlement Officer / Senior Settlement Assistant
Responsibilities:
  • Handle trade processing and daily settlement for Hong Kong listed/ Hong Kong connect A stock / Equity option
  • Handle trade processing and daily settlement for Hong Kong listed/ Hong Kong connect A stock / Equity option
  • 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
  • 2 - 3 years' experience in settlement operations
  • Good MS Office skills and hands-on CCASS operations
  • Hardworking, willing to take up responsibilities and being a good team member
  • Good command of spoken and written English and Chinese, includes Mandarin
  • Able to work overtime and under pressure
  • Fresh graduate will also be considered as Settlement Assistant
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
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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