{"id":5550,"date":"2024-11-24T15:03:09","date_gmt":"2024-11-24T15:03:09","guid":{"rendered":"https:\/\/www.whitehattoolbox.com\/jobs\/wealth-advisor-%e8%b2%a1%e5%af%8c%e7%ae%a1%e7%90%86%e9%a1%a7%e5%95%8f-svp-vp-avp-senior-manager\/"},"modified":"2024-11-24T15:03:09","modified_gmt":"2024-11-24T15:03:09","slug":"wealth-advisor-%e8%b2%a1%e5%af%8c%e7%ae%a1%e7%90%86%e9%a1%a7%e5%95%8f-svp-vp-avp-senior-manager","status":"publish","type":"post","link":"https:\/\/www.whitehattoolbox.com\/jobs\/wealth-advisor-%e8%b2%a1%e5%af%8c%e7%ae%a1%e7%90%86%e9%a1%a7%e5%95%8f-svp-vp-avp-senior-manager\/","title":{"rendered":"Wealth Advisor \u8ca1\u5bcc\u7ba1\u7406\u9867\u554f &#8211; SVP \/ VP \/ AVP \/ Senior Manager"},"content":{"rendered":"<p>Core Pacific &#8211; Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China. Apart from offering financial services &#038; wealth management services, it also provides asset management services.<span class=\"br\"><\/span>A career at Core Pacific \u2013 Yamaichi Wealth Management (CPYWM) puts you at the centre of a values-based financial cooperative in an inclusive work environment. Our culture believe in rewarding innovation, supporting diversity, and making a positive impact\u2014socially, economically, environmentally, rich in opportunity and reward, and high in integrity and performance.<span class=\"br\"><\/span>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.<span class=\"br\"><\/span>Key areas of accountability for this role are: <\/p>\n<ul>\n<li>To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services;<\/li>\n<li>To provide professional financial analysis &#038; comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;<\/li>\n<li>To analyze investment opportunities &#038; client needs with recommend tailored financial solution\/services to clients according to their needs;<\/li>\n<li>To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;<\/li>\n<li>To develop and maintain close relationship with clients and review their financial portfolios periodically<\/li>\n<\/ul>\n<p> More reasons to choose Core Pacific \u2013 Yamaichi Wealth Management: <\/p>\n<ul>\n<li>State of the art facility &#038; collaborative working environments;<\/li>\n<li>Warm coaching, flexible schedule and elite training to ensure success;<\/li>\n<li>Competitive compensation and Ultimate business opportunities in the region.<\/li>\n<\/ul>\n<p><b>Qualifications:<\/b><\/p>\n<ul>\n<li>Degree holder in Business, Finance, Economics or related disciplines;<\/li>\n<li>Strong communication, interpersonal skills &#038; client relationship management;<\/li>\n<li>Mature, self motivated, energetic, outgoing and aggressive in driving business individuals;<\/li>\n<li>Fluent in Putonghua and background in mainland will be an asset;<\/li>\n<li>Holder of SFC (Type1 &#038; 4) and IIQES licenses would be an advantage.<\/li>\n<\/ul>\n<p> 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.<span class=\"br\"><\/span>Human Resources Department<br \/>\n       Core Pacific &#8211; Yamaichi International (H.K.) Limited<br \/>\n       Room 1101, 11th Floor, China Resources Building,<br \/>\n       26 Harbour Road, Wanchai, Hong Kong<br \/>\n       E-mail: [email redacted, apply via Company website]<br \/>\n       Website: www.cpy.com.hk<span class=\"br\"><\/span>Personal data collected will be used for recruitment purpose only.<span class=\"br\"><\/span>Core Pacific \u2013 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.<\/p>\n<p><center><b><a rel=\"nofollow noopener\" href=\"https:\/\/www.careerjet.hk\/jobad\/hkfd0b3f370e507475b494449f03e92cfc?affid=0852fd5db5a52cbcd75bf945aa534932\" class=\"button purchase\" target=\"_blank\">Apply Now<\/a> <\/b><\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Core Pacific &#8211; Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China. Apart from offering financial services &amp; wealth management services, it also provides asset management services. A career at Core Pacific \u2013 Yamaichi Wealth Management (CPYWM) puts you at the centre of<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[42],"tags":[],"class_list":["post-5550","post","type-post","status-publish","format-standard","hentry","category-jobs-in-hong-kong"],"jetpack_publicize_connections":[],"jetpack-related-posts":[{"id":5549,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/head-of-settlement\/","url_meta":{"origin":5550,"position":0},"title":"Head of Settlement","author":"Admin","date":"November 24, 2024","format":false,"excerpt":"Core Pacific - Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China. Apart from offering financial services & wealth management services, it also provides asset management services. Responsibilities: Lead and manage the settlement department, ensuring efficient and accurate\u2026","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":69923,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/analyst-programmer-senior-analyst-programmer-ios\/","url_meta":{"origin":5550,"position":1},"title":"Analyst Programmer \/ Senior Analyst Programmer (iOS)","author":"Admin","date":"May 5, 2025","format":false,"excerpt":"Core Pacific - Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China. Apart from offering financial services & wealth management services, it also provides asset management services. We are seeking a talented and passionate iOS developer to join\u2026","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":126052,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-team-head-mortgage-services\/","url_meta":{"origin":5550,"position":2},"title":"We\u2019re Hiring Team Head, Mortgage Services","author":"Admin","date":"December 10, 2025","format":false,"excerpt":"Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (\u201cBank of Communications (Hong Kong)\u201d) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong\u2026","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":126317,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-team-head-mortgage-services-3\/","url_meta":{"origin":5550,"position":3},"title":"We\u2019re Hiring Team Head, Mortgage Services","author":"Admin","date":"December 10, 2025","format":false,"excerpt":"Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (\u201cBank of Communications (Hong Kong)\u201d) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong\u2026","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":126105,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-team-head-mortgage-services-2\/","url_meta":{"origin":5550,"position":4},"title":"We\u2019re Hiring Team Head, Mortgage Services","author":"Admin","date":"December 10, 2025","format":false,"excerpt":"Proactive, Dedicated and Innovative Bank of Communications (Hong Kong) Limited (\u201cBank of Communications (Hong Kong)\u201d) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong\u2026","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":118331,"url":"https:\/\/www.whitehattoolbox.com\/jobs\/were-hiring-relationship-manager-family-office\/","url_meta":{"origin":5550,"position":5},"title":"We\u2019re Hiring Relationship Manager (Family Office)","author":"Admin","date":"November 27, 2025","format":false,"excerpt":"Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management and succession solutions for high-net-worth clients. With a focus on professionalism, customization, and confidentiality, we are dedicated to helping clients achieve asset appreciation, risk mitigation, and the sustainable preservation of family wealth. Expert Team,\u2026","rel":"","context":"In &quot;Jobs in Hong Kong&quot;","block_context":{"text":"Jobs in Hong Kong","link":"https:\/\/www.whitehattoolbox.com\/jobs\/category\/jobs-in-hong-kong\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/pg9e9d-1rw","jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts\/5550","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/comments?post=5550"}],"version-history":[{"count":0,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/posts\/5550\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/media?parent=5550"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/categories?post=5550"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobs\/wp-json\/wp\/v2\/tags?post=5550"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}