Job ref no.: CT3128349-01#0085
Core Pacific - Yamaichi International (HK) Ltd

Wealth Advisor 財富管理顧問 - SVP / VP / AVP / Senior Manager

Core Pacific - Yamaichi International (HK) Ltd

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.


If you welcome the challenge of working in a fast-paced and dynamic environment, please send us your application with availability, present and expected packages.

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
E-mail: [via CTgoodjobs Apply Now ] or Fax No. 2918-1202

Personal data collected will be used for recruitment purpose only.

Core Pacific – Yamaichi is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.

More job information
Job ref no. CT3128349-01#0085
Job Function
  • Wanchai
Employment Term
  • Full-time
  • 2 years - 20 years or above
Career Level
  • Middle management level
  • Degree
  • Master's degree