Pre-Sales Consultant – WealthTech - Singapore
We are recruiting for a Pre-Sales Consultant role on behalf of an innovative WealthTech firm specialising in Client Lifecycle Management (CLM) solutions for Private Banks and Wealth Managers. This role is ideal for professionals with a strong understanding of wealth management technology, pre-sales strategy, and solution consulting.
Key Highlights of This Role
- Minimum of 5+ years’ experience in pre-sales, solution consulting, or related roles within fintech, SaaS, or wealth management technology.
- Conduct tailored demos and workshops for prospects and clients, showcasing product capabilities and aligning solutions with client needs.
- Lead pre-implementation studies, define scope, identify gaps, manage assumptions, and prepare detailed Statements of Work (SOW).
- Strong understanding of private banking and wealth management, including banking system architectures (cloud/on-premise, multi-tenancy).
- Experience in managing RFI/RFP processes, supporting sales teams in commercial discussions, and ensuring smooth transitions to project teams.
- Ability to communicate complex technology solutions effectively to senior stakeholders, C-suite executives, and relationship managers.
- Work independently while collaborating with sales, product, and implementation teams to ensure seamless client onboarding and delivery.
What Our Clients Offer
- A rapidly growing FinTech company delivering cutting-edge Client Lifecycle Management (CLM) solutions for private banks and wealth managers.
- Access to world-class technology, research, and product development teams to support your pre-sales efforts.
- A competitive compensation package, including performance-based incentives and career growth opportunities.
- Exposure to diverse and complex client projects across global markets, working with top-tier financial institutions.
- A collaborative and innovative environment, allowing you to shape pre-sales strategies and contribute to the firm’s success.
Diversity & Inclusion
We encourage candidates from all backgrounds to apply, reaffirming our commitment to diversity and inclusion, and welcoming applications regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status