Careers
Last update 26 Jan 2024
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)
Wealth Advisor 財富管理顧問 - SVP / VP / AVP
Bond Dealer

Back Office
Compliance Officer / Assistant
Assistant Accountant
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
Bond Dealer

Responsibilities:
  • Execute Bonds and other OTC product orders for institutional and private clients in an efficient and accurate manner by contacting market makers and counterparties
  • Monitor market move, place trade orders and efficiently source liquidities
  • Basic understanding of global corporate bond market, focusing Asia, Latin America and US
  • Timely update Fixed Income market's liquidity, market-driven events, and highlight macro / political / regulatory risks
  • Handle inquiries and offer market information and trade ideas to Sales Team in order to support business
  • Liaise with relevant internal departments and external counterparties, able to develop external relations in order to expand business and connections
  • Handle daily dealing operations
  • Take up other ad-hoc projects and assigned duties

Requirements:
  • Holder of SFC RA1 license
  • Degree holder
  • Minimum 1 year's bond dealing experience in financial industry
  • Able to handle assignments independently and under pressure
  • Good communication skills, proactive and detail-minded
  • Proficiency in Bloomberg, Microsoft Excel, VBA
  • Good command of spoken English, Cantonese and Mandarin

Back Office
Compliance Officer / Assistant

Responsibilities:
  • Develop and conduct compliance monitoring program and perform internal ad hoc investigation
  • Develop, update and review policies, procedures and guidelines from the compliance perspective and circulate to staff for compliance purpose
  • Handle enquiries from regulators and external parties
  • Handle licensing matters, notification, annual return, survey and other ad hoc reports as required by the regulators
  • Develop training materials and coordinate compliance / AML trainings
  • Review advertisement, marketing materials and webpage for adherence to regulatory requirements
  • Handle 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 spoken and written English, Chinese & Cantonese (Proficiency in Mandarin will be an advantage)
  • Good team player and self-motivated with strong sense of responsibility, organizational and problem solving skills
  • Recent graduate will be considered for the position of Compliance Assistant
  • Immediately available is highly preferred
Assistant Accountant

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
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.
Core Pacific - Yamaichi is a well established financial services corporation and perhaps the most exciting one to work for.

We value our employees, and consider them as our single greatest asset, since it is from their talents and passion that we have built our success. Together, we share a common set of values rooted in a commitment to both integrity and excellence.

Core Pacific - Yamaichi is a place for people to learn, to grow and to achieve. We offer unparalleled opportunities for those with entrepreneurial talent. At Core Pacific - Yamaichi, you can chart your own course and create your own pathways, acquiring knowledge and skills as you negotiate a variety of challenges.

Explore whether<< Core Pacific-Yamaichi >>is the place for you. Read profiles of CPY and its management team and learn about potential job opportunities.
Since its inception, Core Pacific - Yamaichi has maintained the very highest professional standards. We expect all our employees to adopt and adhere to the same set of values and ethical principles. We are committed to fostering:
  • Total dedication to our clients' best interests
  • Highest standards of quality
  • Talent and discipline
  • Integrity
  • Innovation
  • Life-long learning opportunities
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