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.

Prive Services Singapore Pte. Ltd.

Client Solutions Specialist

Client Solutions Specialist