Digital Transformation Specialist in Private Banking

1 day ago


Singapore WEALTH DYNAMIX PTE. LTD. Full time

Wealth Dynamix PTE. LTD., a global leader in end-to-end Client Lifecycle Management, is seeking an experienced Pre-Sales Consultant to join our team.

About the Role:

The Pre-Sales Consultant plays a crucial role in the sales process, engaging with prospects, clients, and partners to showcase Wealth Dynamix's innovative solutions and their fit to the needs of modern Private Banks and Wealth Managers.

Key Responsibilities:

  • Client Engagement: Conduct engaging demonstrations and workshops with prospects, partners, and clients, effectively showcasing product capabilities and benefits.
  • Collaboration with Sales and Project Teams: Work closely with the sales team to address commercial aspects and legal considerations associated with client engagements, and collaborate with project teams to prepare for sold projects, ensuring a smooth transition from pre-sales to project execution.
  • RFI and RFP Management: Support the completion of Requests for Information (RFIs) and Requests for Proposals (RFPs), ensuring responses are detailed and accurate.

Requirements:

  • Industry Knowledge: Comprehensive knowledge of private banking and wealth management, wider knowledge of asset management, corporate banking, and retail banking is an advantage.
  • Sales or Consultancy Experience: Prior experience in pre-sales, consultancy, or sales roles is expected.
  • Commercial Awareness: Strong understanding of market dynamics and commercial strategies, particularly in the private banking and wealth management sectors.
  • Technical Acumen: Semi-technical understanding of banking system architectures, including cloud vs. on-premise solutions, multi-tenancy, and data models.
  • Independent & Team Working Ability: Capable of working both as part of a team and independently, managing multiple responsibilities and adapting to changing priorities.

What We Offer:

We offer an attractive salary of SGD 120,000 - SGD 180,000 per annum, depending on experience, as well as excellent career progression opportunities within a dynamic and inclusive company culture.



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