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 & 2017/18” 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.

We offer good career prospects & 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 us by clicking "Apply Now" below.

Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
Room 1101, 11th Floor, China Resources Building,  26 Harbour Road, Wanchai, Hong Kong
Fax No.: 2918-1202
Website: http://www.cpy.com.hk/

Personal data collected will be used for recruitment purpose only

Core Pacific - Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China, Aprt from offering financial services & wealth management services, it also provides asset management services.