最后更新 2025年 6月 2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)
Wealth Advisor 财富管理顾问 - SVP / VP / AVP

Back Office
No Vacancy

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

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 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

We offer 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 to:

Human Resources Department
Core Pacific – Yamaichi International (H.K.) Limited
Room 1101-05, 09-10, 11/F China Resources Building,
26 Harbour Road, Wanchai, Hong Kong

E-mail: recruit@cpy.com.hk
Fax No. 2918-1202

Personal data collected will be used for recruitment purpose only.