人力资源
最后更新 2022年 10月 20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
Wealth Advisor 财富管理顾问 - SVP / VP / AVP

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

Back Office
Finance Manager

Responsibilities:
  • Performs monthly consolidation, financial reporting and management accounting for the Group and its subsidiaries
  • Responsible for annual budget, planning, forecasting and monthly operational review report
  • Prepares financial reports including IFRS statement and subsidiaries reporting
  • Reviews and enhances management reports/analysis
  • Tracks and analyzes the group’s financial and operational performance drivers and KPIs
  • Develops, implements and maintains financial policies, internal controls and procedures
  • Assists in the Treasury function to closely monitor the Group’s cash flow and funding
  • Handles tax compliance matters and other tax issues
  • Performs ad hoc duties as assigned

Requirements:
  • Degree holder in Accountancy or related disciplines with professional accountancy qualification such as HKICPA/ ACCA or equivalent
  • Comprehensive knowledge of accounting standards and other regulatory requirements
  • Solid and in-depth knowledge in the Securities and Futures Ordinance (including Financial Resources Rules), regulations and guidelines of relevant regulatory authorities and risk management control
  • Has Knowledge of monthly Returns on Financial Resources Rules (FRR) for reporting to the Securities and Futures Commission
  • Has experience in Bonds and Derivatives market products.
  • Minimum 8 years of relevant experience in finance/securities industry with at least 3 years of managerial experience
  • Proficient in both written and spoken English and Chinese (includes both Cantonese and Mandarin)
  • Proficiency and knowledge of Sun Accounting System is a plus
  • Able to work independently with efficiency and able to meet tight deadline
  • Self-motivated with good personal integrity, analytical and leadership skills
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.
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