金融服务行业 Sales职位

• 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.

We are seeking an experienced Sales Consultant to develop and manage strategic relationships with private banks, wealth management firms, and other financial institutions. The role focuses on delivering sophisticated wealth planning and protection solutions to high-net-worth clients while driving business growth through trusted partnerships

该岗位将参与基金财务及投资管理相关工作，覆盖账务、税务及报告等核心环节，并与投后及项目团队紧密协作。汇报给基金财务负责人，在一个以效率和专业为导向的团队中，全面了解基金运作机制。

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。

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.

The Office Administrator will be responsible for ensuring that all procurement activities, administrative coordination, travel and expense management, and day-to-day operational requirements are effectively managed and aligned with business needs to support the smooth, efficient, and consistent operation of the organization.

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.

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.

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.

该职位为一位经验丰富的行政助理，主要负责支持高级管理层的日常工作，确保工作流程高效有序，候选人需具备良好的组织能力和细致的工作态度。

• Proven APAC DCM leader originating complex deals with strong relationships
• Extensive network across corporates and institutions driving consistent regional growth
• Strategic leader managing teams, delivering innovative financing solutions and insights

1. Lead offshore VIP &HNW team
2. Familiar with web3, RWA, equities, fixed income and structured products
3. Solid connection of VIP and HNW clients invest in traditional finance, Crypto

该岗位将作为美元地产基金IR核心成员，负责全球机构投资人的开拓与维护，覆盖募资及投后管理全流程。团队面向中东及全球市场，汇报资深管理层，工作节奏国际化，需要高频出差中东。

行政助理职位主要负责支持日常行政和业务运营工作，确保公司内部流程高效顺畅。适合细心、组织能力强并希望在财务服务行业发展的候选人。

期望人选有PEVC行业行政支持经验

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

• 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.