Teams at CLSA

Leads business development for fund administration and financial solutions across APAC. Identifies prospective clients, builds and manages sales pipelines, develops growth strategies, expands revenue, and cultivates networks of influencers and business contacts. The role targets private equity, real estate, private credit, and hedge fund clients, requiring strong fund-market knowledge, relationship management, sales performance, and English and Chinese communication skills.

Develops and strengthens institutional client relationships for China-related equity products. Supports Chinese IPOs and placements, promotes research and advisory services, identifies new business opportunities, manages account issues, maintains client data in CIS, and communicates with investment, research, and sales trading teams. Requires knowledge of Chinese equities, strong client-service and communication skills, and fluency in English and Chinese.

Serve as the primary relationship manager for assigned fund administration clients. Manage daily communications, onboarding and operational workflows, complaints, service updates, and issue resolution. Coordinate with legal, compliance, accounting, investor relations, and operations teams to meet service standards. Advise clients on processes, documentation, and compliance requirements while monitoring satisfaction and identifying service improvements.