Client Solutions Specialist

**About Privé Technologies** We power the digital wealth platforms of 60\+ financial institutions across 16 jurisdictions — from global private banks to regional asset managers. Our modular software runs portfolios, rebalancing, reporting, and the next wave of AI-driven advisory in production, at scale, for some of the most demanding institutions in Asia and Europe. Our mission: become the world's largest provider of AI-powered WealthTech to financial institutions. We're building it now — and you'd be building it with us. **Role Summary** You're the person clients trust to get them live and keep them winning. You own the relationship end to end — from signed contract to go-live to steady state — hitting milestones and feeding everything you learn back into a better product. It blends three muscles: the discipline of project management, the rigour of business analysis, and the instinct of client success. You're the bridge between sophisticated banks and our engineers — turning client needs into buildable requirements, managing expectations honestly, and balancing what one client wants against what keeps the platform strong for all 60\+. If you want to **own the outcome, not just the timeline** — and do it in a company shipping genuinely new things in wealth and AI — read on. **Key Responsibilities** **Client Project Management \& Delivery** * **Delivery you own.** Run client implementations from handover to hypercare. Build the plan, spec the Jira tickets, unblock engineering, and surface timeline risk early — not late. Take every deliverable across the line on time. Catch scope changes before they catch you. * **The voice of the client in the product.** Turn scattered requests into prioritised, documented input. Tell a real market need from a one-off. Show up to sprint planning with data — how many clients want it, what revenue's at stake, what the workaround costs — and win the argument. * **Operations that don't break.** Triage and resolve BAU support, diagnose fast (data? config? product? user?), and route accordingly. Own a clean transition to steady state. Watch client health and flag risk before frustration becomes churn. Partner with Data Ops to keep client data right. * **Standards that scale.** Keep client-facing guides and operational runbooks sharp and current. Replace tribal knowledge with documentation. Spot repeatable patterns and turn them into templates and automation that make the next delivery faster. * **Relationships you carry.** Be the first call for operational matters. Manage expectations with clarity — especially when things slip. Hold your own in client meetings, translating technical constraints into language a banker gets. Loop in design before UI/UX work hits engineering. **Requirements** **Essential** * 2\+ years client-facing in SaaS, fintech, or financial services — implementation, client success, or business analysis. * A track record of juggling multiple client projects with competing deadlines and keeping them all moving. * Real grounding in wealth concepts: positions, transactions, account structures, advisory workflows, reporting. * Fluent in Jira (or equivalent) — backlogs, well-specified tickets, delivery tracking. * Sharp written and spoken English; client-ready documentation comes naturally. * A structured problem-solver who can isolate a data issue from a config gap from a product limit. * Thrives in a small, fast team where boundaries are fluid and initiative gets rewarded. **Desirable** * Familiarity with wealth platforms and workflows (Portfolio Management, Rebalancing, Reporting, CRM, Asset Hub). * Data ingestion, reconciliation, or custody/market-data experience. * SQL for quick data checks. * Mandarin or Cantonese for HK clients. * A genuine pull toward AI features — MCP integration, AI-powered reporting — and the appetite to dive in. **Apply Now:** If you are interested and would like to know more about the role, send us your application directly to **talents@privetechnologies.com**. Job Types: Full-time, Internship, Fresh graduate Contract length: 3 months Pay: $4,000\.00 - $5,000\.00 per month Benefits: * Flexible schedule * Food provided * Work from home Work Location: In person