Sales vacancies in Financial Services

This is an exciting opportunity for a TB-Cash Product Sales professional to join a famous organisation in the financial services industry. The role is based in Shanghai and focuses on delivering tailored cash management solutions to corporate clients.

• Prior experience as Fund Sales in Fund Houses / Private Banks
• Familiar with private & retail banking intermediaries
• Good knowledge in pubic and alternative products market

负责办公室行政，三方长期续签

期望候选人英文可作为工作语言，负责投资人日程差旅管理和办公室行政支持

作为机构销售总监/负责人，您将负责推动公司在金融服务行业的销售增长，建立并维护与机构客户的长期合作关系。

The New Business BD Director will spearhead the development and execution of strategies to penetrate new vertical markets in the export industry. The role requires a results-oriented manager, skilled in market analysis, strategic planning, and team management.

This role oversees all office operations and administration, acting as the central coordination point for facilities, vendors, reporting, budgeting support, and daily business needs while ensuring smooth, efficient, and secure office functioning. It also provides cross‑functional support to HR, guest services, and operations to maintain high‑standard service delivery and workplace experience.

This is an exciting opportunity for an experienced Executive Assistant to provide high-level administrative support within the financial services industry. Based in Shanghai New-Jingan, the role requires a proactive professional with excellent organisational skills to support senior executives effectively.

In this role you will be responsible for developing strategic partnerships and play an active role in crafting market propositions to drive growth and grow strategic alliances with external partners.

This is an exciting opportunity for an experienced EA/TA to support senior executives within the financial services industry. The role is based in Shanghai and requires a highly organised individual with excellent coordination skills.

作为平台生态合作负责人，您将负责推动和管理与跨境电商平台的战略合作，确保业务目标的实现，并支持销售部门的工作。我们寻求一位具有跨境电商/金融科技行业背景的专业人士，来协助公司在竞争激烈的市场中保持头部地位。

• Lead APAC private wealth distribution with private banks and family offices.
• Drive fundraising and product positioning across key intermediary platforms.

This role involves providing front desk and administrative support within the financial services sector. The ideal candidate will ensure smooth day-to-day office operations and deliver excellent customer service in a professional environment.

• Familiar with custody & Fund accounting
• Good experience in securities servicse and asset servicing

The Office Manager will play a vital role in ensuring smooth day-to-day operations within the organisation, particularly in the Financial Services sector. This permanent position requires a detail-oriented and organised individual to oversee administrative functions and provide essential support to the Secretarial & Business Support department.

期望人选有PEVC行业行政支持经验

• Extensive network of investors, including institutional investors, pension funds, insurers, multi‑family offices, and UHNW platforms with an active interest in private equity secondaries.
• Proven track record of successful private equity exits, including structuring, negotiating, and executing liquidity strategies across diverse portfolios

We are seeking an experienced Office Manager to provide comprehensive administrative support within the Financial Services industry. This role, based in Shanghai, requires strong organisational skills and the ability to oversee day-to-day office operations effectively.

• Client Service Management - Institutional, Family Office & Wealth Management
• Relationship Management & Business Support on RFP
• Ensure timely, accurate, and high‑quality delivery of client onboarding, reporting, due diligence, operational queries, and ongoing account support.

We are looking for an organised and detail-oriented Sec Temp to join a reputable organisation in the financial services industry. This temporary role is based in Shanghai New-Jingan and involves supporting the secretarial and business support department.