Sales vacancies in Financial Services

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

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

高净值销售将负责为高净值客户提供定制化的资产管理服务，帮助客户实现财富增值目标。此职位需要具备丰富的金融知识与客户管理能力，适应快节奏的工作环境。

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 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。

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

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

期望人选有PEVC行业行政支持经验

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.

• 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

• 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.

该岗位将负责跨境供应链金融业务的整体开拓与落地，涵盖渠道建设、方案设计及团队搭建，直接向公司业务负责人汇报，并与产品、风控团队高度协同。你将有机会在业务早期阶段深度参与模式设计，推动真实交易场景下的跨境金融解决方案。

本职位需要一位具有出色沟通能力和私募股权服务行业背景的专业人士，能够支持开展投资者关系相关工作。您将负责协调和管理投资者关系事务，确保高效沟通与协作。

作为RMB IR ED/MD，您将负责管理和拓展与投资者的关系，确保公司的融资和投资活动顺利开展。

负责协助合伙人进行人民币基金融资及投资者关系事务，对接的的LP类型包括政府，引导基金等。

垂类赛道百亿规模基金招募美元投资者关系董事总经理/执行董事，工作地北京/香港。该职位偏好人选有至少5年以上知名基金美元募资全流程工作经验，并在近三年以内成功落地过超过一亿美金的资金落地的经验，有团队管理经验，英语近母语水平，工作之前有过在海外至少5年以上的生活和学习的经验。

独立管理客户关系，开拓新客户。根据银行战略和各阶段客户特点制定销售策略，提供专业的金融服务；