Solution Consultant (Pre-Sales)
Core
Functional pre-sales consultant shaping end-to-end solutions for financial institutions to address complex business and regulatory challenges.
Role type
Senior Solution Consultant (Pre-Sales)
Builds
Functional solution proposals, RFI/RFP responses, and strategic positioning for wealth management and banking clients.
Domain
Financial Services (Banking, Wealth Management, FinTech)
Deliverable
client delivery
Required skills
Solution discovery and shaping, RFI/RFP management, executive-level presentations, consultative selling, cross-functional collaboration, market and regulatory analysis, documentation of solution scope.
Preferred skills
Deep domain expertise in accounting, fund administration, and regulatory workflows, experience with Islamic Banking/Sharia-compliant products, familiarity with Avaloq Banking Suite.
Technologies
Avaloq Banking Suite
Responsibilities
Partner with sales and account management to translate client objectives into value-driven proposals; lead solution discovery sessions and coordinate with internal stakeholders; conduct product demonstrations and executive presentations; manage RFI/RFP processes; analyze market trends and competitive solutions; support new client acquisition and expansion; facilitate cross-functional collaboration for solution feasibility.