最后更新 2023年 3月 31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)

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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
Assistant Accountant

  • Handle general ledger, accounts payable and accounts receivable
  • Handle accounts of PRC Subsidiaries
  • Prepare accounting schedules
  • Prepare billings and vouchers
  • Prepare accounts reconciliation and maintain accounting books and records
  • Responsible for daily banking reconciliation
  • Assist works in financial analysis and month end closing
  • Assist in preparation of tax computation and statutory compliance matters
  • Perform ad-hoc assignments as required

  • Bachelor degree in Accountancy or related disciplines
  • 2-4 years working experiences in financial or in audit fields, preferably in securities or investment banking industry
  • Self-initiative, detail-oriented, able to work independently and willing to work overtime
  • Flexible to adapt changes in work processes and work assignments
  • Proactive team player with good interpersonal, analytical and communication skills
  • Good command in both written and spoken English and Chinese (includes both Cantonese and Mandarin)
  • Proficient in PC skills, particularly in MS Excel, Word and PowerPoint
  • Knowledge of Sun GL System is a plus
Senior Compliance Officer / Assistant

  • 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
  • Handles licensing matters, notification, annual return, survey and other ad hoc reports as required by the regulators
  • Develops training materials and coordinates compliance / AML trainings
  • Reviews advertisement, marketing materials and webpage for adherence to regulatory requirements
  • Handles ad hoc tasks as assigned

  • 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 skills
  • Candidate with less experience or recent graduates will be considered for junior position
  • Immediately available is highly preferred
Settlement Officer / Assistant (Overseas and Derivative)

  • Perform daily trade and settlement process of HK & Global Future & Stock Option, Overseas Equities, Euroclear Bond, China B Shares and Unit Trust
  • Perform corporate action of Overseas Equities, Bond, China B Shares & Unit Trust
  • Perform derivative system day-end processing
  • Participant in system implementation, UAT and ad-hoc projects as assigned.

  • Degree holder in any disciplines
  • Minimum 3 years' settlement experience in the brokerage industry
  • Sound knowledge of DCASS and CCMS operation
  • Experience in handling Euroclear and iFast
  • Able to work overtime, holiday shift and work independently under pressure
  • Good communications skills and proficiency in PC skills (MS Word and Excel)
  • Good command of written and spoken English and Chinese, proficiency in Putonghua
  • Candidates with less experience or recent graduates will be considered for junior position
  • 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:

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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