Last update 25 Jun 2021
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
  • 可安排於灣仔總行或長沙灣分行工作
Wealth Advisor 財富管理顧問 - SVP / VP / AVP / Senior Manager
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 2013/14 & 2015/16” 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
  • Handle full set of accounting and related duties independently
  • Prepare statutory annual financial statements
  • Prepare forecasts, monthly operational review reports with commentary, schedules and analysis on a timely basis as required
  • Prepare and manage daily cash flow position and liquidity
  • Assist in preparing and consolidating group monthly statement as required
  • Prepare monthly Returns on Financial Resources Rules (FRR) and ensure that FRR returns are accurate and comply with applicable laws, regulations and guidelines
  • Assist in overseeing and prepare tax and statutory compliance matters
  • Maintain effective internal controls and safeguard for accounting functions and reporting integrity
  • Liaise with auditors and other professional parties
  • Perform other duties as required
  • Bachelor degree in Accountancy or related disciplines, preferably with professional accountancy qualification, such as HKICPA/ ACCA or equivalent
  • Over 4 years working experiences in financial or management accounting or external audit, preferably in securities or investment banking industry
  • Familiar with the Securities and Futures Ordinance (including Financial Resources Rules) requirements, regulations and guidelines of relevant regulatory authorities
  • Self-initiative, detail-oriented and able to work independently
  • 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 and SUN accounting system
Administration Assistant
  • Assist in all-around office administration duties such as handling payment, office supplies, office repair and maintenance, etc
  • Verify and process expenditure claims and payments
  • Handle and maintain record of offsite document storage arrangement
  • Handle and update assets count, registry and disposal
  • Support reception desk when needed
  • Assist in maintaining conference rooms and pantry cleanliness and tidiness and provide tea service for guest when needed
  • Assist in outdoor assignment when needed (cheques bank-in, mailing, document collection and delivery, etc)
  • Participate in ad hoc projects and other duties as assigned
  • Diploma or above
  • 2 years of relevant experience in administration or office administration
  • Pleasant, detail-minded, self-motivated, independent, adaptive and a good team player
  • Good negotiation skills for sourcing suppliers / services providers
  • Able to handle and prioritize multiple tasks independently
  • Good communication and interpersonal skills
  • Good command of both spoken and written English and Chinese; basic conversation in English and Mandarin is preferred
  • Proficiency in MS Office application and Chinese word-processing
  • Immediate Available is highly preferred
Assistant Payment Officer - Cash Management, Settlement
  • Handle client cash withdrawal / deposit / foreign exchange instruction
  • Process daily transaction matching and trust account reconciliation
  • Prepare pledge stock and daily cash flow report
  • Process IPO loan, loan draw down and term deposit
  • Degree in Finance / Business Management
  • Minimum 2 - 3 years' relevant working experience in the securities industry
  • Experienced in handling Telegraphic Transfer and CHATS Payment
  • Knowledge of banking and clearing systems, such as PPS, Bill Payment, STS, CBS, Straight2 Bank, HSBCnet
  • Proficiency in MS Word & Excel
  • Good command of both written & spoken English, Chinese and Mandarin
  • Meticulous and self-motivated
  • Able to work overtime, under pressure and meet tight deadlined
  • Candidate with less experience will be considered as Senior Payment Assistant
Client Relationship Officer, Wealth Management Group
  • Provide quality and professional services to house clients
  • Manage and update clients’ database and follow up with potential clients
  • Explore new business opportunities, promote wealth management products (such as insurance, MPF, funds)
  • Assist client in the insurance application and account opening
  • Handle enquires and complaints
  • Assist in product management and ad hoc projects
  • Degree or above with major in Business Administration, Finace or related disciplines
  • CFA / CFP qualifier or candidates is an advantage
  • Holder of SFC RA1 & 4, InsuranceAuthority and MPF Licenses
  • At least 2 years of IFA or related experiences
  • Good command of spoken and written English and Chinese, includes Mandarin
  • Advanced knowledge in Excel is an advantage
Product Management Officer, Wealth Product
  • Provide product support to Wealth Advisory Teams
  • Perform ongoing product due diligence on Wealth Management Products (e.g. insurance, MPF and funds)
  • Conduct market research including product comparison
  • Provide product and market updates to Wealth Advisory Teams
  • Prepare marketing campaign materials
  • Maintain product library
  • Prepare regular business reports
  • Perform ad hoc projects assigned
  • Degree or above in Business Administration, Finance or related disciplines
  • At least 2 years' experience in IFA or related industry
  • Good command of spoken and written English and Chinese, including Mandarin
  • Good knowledge of Excel is an advantage
Senior Analyst Programmer (Front Office)
  • Responsible for software development and maintenance of mission critical front office trading systems
  • Develop new Mobile and Web App
  • Interact with users for collecting requirements and providing technical solutions
  • Perform systems administration and daily IT operation tasks
  • Provide 1st tier end-user systems support
  • Handle ad-hoc queries and report requests
  • Degree holder in Computer Science or related disciplines
  • Familiar with securities trading systems and operations
  • Minimum 3-5 years' experience in development and maintenance, preferably in financial services industry
  • Proficient in Oracle, T-SQL, MongoDB, C#, ASP and .NET
  • Knowledge in Mobile App development is a plus
  • Independent and self-driven
  • Excellent interpersonal and communication skills
  • Good command of both written and spoken English and Chinese, including Mandarin
We offer 5 days' work, 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 in MS Word format to:

The Human Resources Department
Core Pacific – Yamaichi International (H.K.) Limited
Room 1101, 11/F China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
E-mail: or 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
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
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  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd
  • Core Pacific Yamaichi Int’l(H.K.)Ltd