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    人力資源
    最后更新 2022年 6月 6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:
    • 完善的傭金分拆機制
    • 公司特設優惠傭金歡迎加盟之團隊
    • 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
    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 Analyst Programmer (Front Office)
    Responsibilities:
    • 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
    Requirements:
    • 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
    Settlement Assistant/ Assistant Officer
    Responsibilities:

    A) Securities Team
    • Performs trade and settlement process of HK & Global futures and options, Overseas equities, bond, China B shares and unit trust
    • Inputs trade and settlement instructions
    • Prepares daily reconciliation reports
    • Communicates with front office and counterparties to resolve settlement issues
    • Provides administrative support to the team
    • Takes shifts on public holidays

    B) Cash Management Team
    • Handles client cash withdrawal and deposit to back office system
    • Processes payment instructions to electronic banking system and issues cheque payment
    • Prepares daily reconciliation reports
    • Communicates with front office and banks to resolve payment issues
    • Provides administrative support to the team
    Requirements:
    • Diploma/ Associate Degree / Degree holder in any disciplines
    • Experience in handling high volume of numerical data and reports in a fast-paced environment is a definite advantage
    • Attention to detail, accuracy and speed, able to work under tight deadline
    • Willing to take up responsibilities with good team spirit
    • Good command of written and spoken Cantonese, English and Putonghua
    • Proficiency in MS Word and Excel
    • Fresh graduate is welcome
    • Candidate with more experience will be considered as Assistant Officer
    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 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.jyddy.com
    Personal data collected will be used for recruitment purpose only.
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