INVESTINU GROUP

INVESTINU GROUPINVESTINU GROUPINVESTINU GROUP
  • Home
  • UHNW Family Offices
  • Wealth Management
  • Contact Us
    • CLIENTS
    • CANDIDATES
  • Open Positions
  • More
    • Home
    • UHNW Family Offices
    • Wealth Management
    • Contact Us
      • CLIENTS
      • CANDIDATES
    • Open Positions

INVESTINU GROUP

INVESTINU GROUPINVESTINU GROUPINVESTINU GROUP
  • Home
  • UHNW Family Offices
  • Wealth Management
  • Contact Us
    • CLIENTS
    • CANDIDATES
  • Open Positions

Pre-Sales Consultant

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

Apply Now

Fill in the form below to apply!

Attach Resume
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 Copyright © 2023 Investinu Group - All Rights Reserved. Investinu Group Ltd | Registered in England Company Number: 12521641 | Registered Office: 10 Lower Thames Street, London, EC3R 6AF, England, United Kingdom 

  • ANTI-CORRUPTION
  • CANDIDATES FAQs
  • CLIENTS FAQs
  • CODE OF CONDUCT & ETHICS
  • ENVIRONMENT/SUSTAINABILIT
  • PRIVACY POLICY

This website uses cookies.

We use cookies to analyse website traffic and optimise your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept