Privé Technologies is a pioneering and rapidly growing FinTech firm headquartered in Hong Kong, with a strong presence across Asia and Europe. We specialize in delivering an innovative wealth management platform that is widely recognized as a disruptive force within the financial industry. Our esteemed clientele includes a diverse range of financial institutions, such as External Asset Managers, Family Offices, and Private Banks, with notable partnerships including Tier One global and regional banks.
Over the past decade, our commitment to excellence in wealth management has garnered significant recognition. We are proud to be ranked as the 26th fastest-growing company across APAC by the Financial Times in 2020 and have received multiple industry accolades, including the Top 50 Financial IT Pathfinder rankings and consecutive wins at the Asian Private Banker Technology Awards in 2015 and 2016.
At Privé Technologies, we understand that the most advanced financial applications are only as effective as the quality of data that drives them. In an increasingly digitized world where data volume is surging, our Asset Hub solution curates high-quality market content, enabling our clients to navigate through the noise and significantly reduce their processing and distribution costs. Today, we service over 60 financial institutions with more than USD 50 billion supported through our system, solidifying our position as a leader in the wealth management technology landscape.
Responsibilities:
- Develop and articulate strategic responses to market competition, evolving client preferences, and innovations in technology and marketing. Stay ahead of industry trends and identify new opportunities through ongoing market research.
- Perform financial modeling and analysis, including FP&A activities, to support strategic decision-making. Identify critical business questions and conduct ad-hoc analyses to inform the firm’s direction.
- Prepare and manage a wide range of internal and external materials, support client, investor, and partner meetings, and ensure timely and accurate project delivery by closely tracking progress.
- Build and maintain strong relationships with key partners, investors, and stakeholders.
- Lead project management efforts to ensure successful execution of deliverables both within the firm and externally. This includes managing tight timelines and overseeing the creation of business processes, user documentation, and blended learning materials.
- Monitor exceptions, develop adaptive processes to address changes, and provide the business with sustainable documentation for long-term operations.
- Take on additional responsibilities as required to support business objectives.
Requirements:
- Results-driven and committed, with a strong work ethic and the ability to produce high-quality work under pressure, while maintaining attention to detail.
- Proficient in English (spoken and written); fluency in Chinese (reading, writing, and speaking) is preferred due to the regional business focus.
- Strong command of MS Office tools (PowerPoint, Excel, Word) and/or Google Workspace (Slides, Sheets, Docs).
- Eagerness to work cross-functionally with Finance, Product Management, Project Management, Compliance, and Legal teams.
- Self-starter with a proactive mindset and high level of initiative.
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