Financial Consultant
2 weeks ago
Wealth Dynamix Pte. Ltd., a leading FinTech firm, seeks an experienced Financial Consultant to join our team in Singapore. This is an exciting opportunity to work with a dynamic company that offers excellent career progression opportunities.
About the Role
This Financial Consultant position plays a crucial role in delivering pre-sales activities, ensuring a seamless transition from prospecting to project execution. Key responsibilities include conducting engaging demonstrations and workshops with prospects, partners, and clients, as well as managing multiple priorities while working independently and collaboratively as part of a team.
Salary Estimate
The estimated salary for this position is between SGD 80,000 and SGD 120,000 per annum, depending on experience.
Job Description
Company Overview
Wealth Dynamix helps relieve client management issues for wealth management and private banking firms with innovative technology, offering a multi-award-winning digital Client Lifecycle Management (CLM) platform with 360-degree access to clients.
Role and Responsibilities
This Pre-Sales Consultant will engage with prospects, clients, and partners to showcase Wealth Dynamix's innovative requirements and their fit to modern Private Banks and Wealth Managers' needs. The successful candidate will have a blend of industry understanding, technical competence, commercial awareness, and excellent communication skills to effectively manage pre-sales activities, ensuring a seamless transition from prospecting to project execution.
Key Responsibilities
- Conduct engaging demonstrations and workshops with prospects, partners, and clients
- Manage multiple priorities while working independently and collaboratively as part of a team
- Develop strong relationships with clients at all levels, both internally and externally
Required Skills and Qualifications
This is a fantastic opportunity for an analytical self-starter with experience in software delivery to join one of the fastest-growing FinTech firms in Europe. We are looking for someone passionate about digital transformation and keen to learn about delivering market-leading Client Lifecycle Management solutions to the Wealth Management industry.
Benefits
We take career progression seriously, investing in the WDX Academy for new and existing employee learning and development. With a global client base, this role offers exposure to multiple complex client needs, making it an ideal career-defining opportunity.
Why You'll Thrive Here
- Excellent career progression opportunities
- Dynamic company culture with a diverse and inclusive environment
- Ongoing professional development through the WDX Academy
What You'll Bring
To succeed in this role, you'll need comprehensive knowledge of private banking and wealth management, sales or consultancy experience, and a solid grasp of the typical pre-sales process. Strong communication and presentation skills, along with attention to detail and the ability to adapt to evolving business needs, are essential.
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