Sales Intern (Summer Intake)

About Prive’s Platform

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

Key responsibilities of the position entail :

• Provide, communicate, and implement strategies to address competition, changes in client preference, and improvements in technology and marketing tools, maintain a competitive market knowledge, conduct research to understand trends and opportunities
• Perform financial analysis and modeling, responsible for conducting financial planning and analysis, provide further insight into the firm's overall strategy by identifying critical questions performing ad-hoc analyses
• Responsible for building appropriate external and internal client-facing materials, joining meetings with clients / investors / partners, tracking the progress to make sure timely delivery
• Manage relationships with key partners, investors, and other stakeholders.
• Manage the projects, responsible for project delivery both internally and to external parties This includes working within an aggressive timeline and driving to the completion of process generation, user documentation, blended learning plans, etc.
• Carefully track exceptions and build processes to accommodate and prepare the line of business with processes and documentation to manage the change long term. Perform additional job duties as required.

Qualifications :

About Prive