人力資源
最后更新 2022年 8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
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
Wealth Advisor 財富管理顧問 - 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
Senior Compliance Officer
Responsibilities:
  • Develops and conducts compliance monitoring program and performs internal ad hoc investigation
  • Develops, updates and reviews policies, procedures and guidelines from the compliance perspective and circulates to staff for compliance purpose
  • Handles enquiries from regulators and external parties/span>
  • Handles licensing matters, notification, annual return, survey and other ad hoc reports as required by the regulators
  • Develops training materials and coordinates compliance / AML trainingst
  • Reviews advertisement, marketing materials and webpage for adherence to regulatory requirements
  • Handles ad hoc tasks as assigned
Requirements:
  • Degree holder in finance, accounting, law or related disciplines
  • Minimum 3 years of relevant experience working in securities broker firm
  • Sound knowledge of the SFO and other relevant codes and regulations as well as rules and regulations of IA and MPFA
  • Good knowledge in AML / KYC and back / middle office operation is preferential
  • Fluent in English and Chinese (Proficiency in Mandarin will be an advantage)
  • Good team player and self-motivated with strong sense of responsibility, organizational and problem solving skillsn
  • Candidate with less experience will be considered for the position of Compliance Officer
  • Immediately available is highly preferred
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:

The 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 or Fax No. 2918-1202
Website: www.cpy.com.hk
Personal data collected will be used for recruitment purpose only.
京華山一是一間實力雄厚的金融服務機構,也提供最富挑戰性的工作。

我們非常重視員工,亦視他們為我們最寶貴的資產。事實上,公司的成功建基於他們的專業和熱誠,我們擁有共同的價值觀,且深植於誠懇和優越的使命中。

京華山一是一個讓你學習、成長和成功的地方,我們為有企業家才幹的人提供獨特的機會。在京華山一,你可以制定自己的計劃,並且從克服挑戰中開創你自己的前途、尋求知識和技能。

你可以瀏覽<<京華山一>>的公司簡介和管理層資料,發堀潛在的工作機會。
從公司成立開始,京華山一就保持著一貫崇高的專業水平,我們期望員工可以接納並堅守相同的價值觀及道德原則:
  • 致力維護客戶的最大利益
  • 最高質素水平
  • 才能及紀律
  • 誠懇
  • 創新
  • 終身學習機會
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司
  • 京華山一國際(香港)有限公司