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

Delivering sales targets for the Transaction Banking products. Manage client portfolio and enhance CIB client activate ratio.

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.

We are seeking a highly driven and detail-oriented Team Executive Assistant (EA) to support investment professionals. This role requires strong business acumen, exceptional organizational capability, and the ability to operate in a fast-paced, high-performance environment. The ideal candidate will bring a combination of strategy consulting background and strong academic credentials and will act as a key partner to the investment team.

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。

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.

适合离职状态候选人作为过渡

作为一名首席幕僚，您将为一家全球的美国基金提供战略支持和运营管理，协助团队优化业务流程并推动高效决策。此职位位于香港，适合具有3-5年咨询或者投资经验的人选。

• 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

• 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.

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.

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。

主要负责科技/新能源/新材料/新消费相关行业的项目搜寻，投资，投后管理及退出，有比较强的募资能力加分。

该职位主要负责美元相关的投资者关系维护，拓展。