最后更新 2025年 4月 10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
Finance Manager
Assistant Accountant
Settlement Assistant

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

Responsibilities:

• Perform monthly consolidation, financial reporting and management accounting for the Group and its subsidiaries
• Responsible for annual budget, planning, forecasting and monthly operational review report
• Prepare financial reports including IFRS statement and subsidiaries reporting
• Review and enhance management reports/analysis
• Track and analyze the group's financial and operational performance drivers and KPIs
• Develop, implement and maintain financial policies, internal controls and procedures
• Assist in the Treasury function to closely monitor the Group’s cash flow and funding
• Handle tax compliance matters and other tax issues
• Perform 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

Responsibilities:

• 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

Requirements:

• 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

Responsibilities:

In this position, you will play a vital role in supporting：

• Settlement of Hong Kong Listed Stocks, HK Connect A Stocks, and Equity Options.
• Stock deposits and withdrawals.
• Corporate actions.
• UAT and ad-hoc projects.

Your main job duties include：

• Data Verification. Verify the accuracy of trade details by cross-checking them with internal records and market data. Ensure all necessary documentation is complete, accurate and submitted before deadline.
• Recordkeeping & Documentation. Maintain proper filing and retrieval of trade transactions and settlement records.
• Reporting. Prepare reports, maintain spreadsheets and checklists to help monitor efficiency and address any potential issues.
• Coordination with Parties. Coordinate with other departments and external counterparties to facilitate settlement processes and address any operational issues.

Requirements:

• Higher Diploma / Degree or above in any disciplines.
• Fresh graduates are welcome, no prior settlement experience is required.
• Strong attention to detail and ability to work with numbers accurately.
• Good organizational and time management skills.
• Good interpersonal skills and wiling to learn.
• Fluent in both written and spoken English and Chinese (Cantonese).
• Proficiency in Excel is an advantage.
• 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

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