Solution Consultant / Pre-Sales, Private Banking/Wealth Management

  • Market Rate
  • Hong Kong
  • Permanent, Full time
  • Blue Asia Limited
  • 25 Oct 17 2017-10-25

As the Presales Consultant, you will be responsible for supporting all pre-sales activities including, not limited to, responding to RFP/RFI, keeping sales material up-to-date, stay close to market and understand key competitors or alternatives, work closely with Product R&D and Global Presales to successfully design propositions to position our product advantages.

This European financial technology product provider specializing in banking and insurance technologies, provides solutions used in the front office of retail banks, wealth managers and insurers. They scale across mobile and browser and provide the full suite of tools Advisors need to engage clients and transact business. With a number of tier 1 international banks and insurers as clients and a long history of success in Asia.  

As the Presales Consultant, you will be responsible for supporting all pre-sales activities including, not limited to, responding to RFP/RFI, keeping sales material up-to-date, stay close to market and understand key competitors or alternatives, work closely with Product R&D and Global Presales to successfully design propositions to position our product advantages. 

 

Background and experience: 

 

  • 3-5 years Banking, Wealth Management, or Insurance industry experience 
  • Good understanding of Client-Facing Sales, Advisory, and Compliance Workflows  
  • Exposure to different financial products including banking, investment, insurance, etc. 
  • Strong understanding of enterprise software architecture principles and ability to discuss a broad range of technology topics that relate to enterprise software design  
  • Nice to have experience in business analysis, process transformation, functional design, and project managementAppreciate and good understanding of digital solutions 
  • Exposure to Enterprise software solutions, especially in Banking and Financial Services environment 
  • Excellent communication and presentation skills  
  • University Graduate with Business or Computer Science Degree preferred 
  • Good command (spoken and written) English and Mandarin a must. Cantonese would be an advantage 

For further details please send your updated CV in WORD format to mark.beldham@claremontconsulting.asia and/or call Mark at +852 3711 3147 to have a confidential discussion.