Senior Presales Consultant (Banking)
华尔特人才咨询(上海)有限公司
- 公司规模:50-150人
- 公司性质:外资(欧美)
- 公司行业:专业服务(咨询、人力资源、财会)
职位信息
- 发布日期:2016-10-28
- 工作地点:上海
- 招聘人数:1人
- 工作经验:8-9年经验
- 学历要求:本科
- 语言要求:英语 熟练 普通话 精通
- 职位月薪:50-60万/年
- 职位类别:销售工程师
职位描述
职位描述:
Key Responsibilities:
1.Undertake business consultancy activities with prospects to understand the business and technical needs and drivers for change and position the solutions
2.Support the sales team in the qualification of a solution fit for a bank’s requirements
3.Responsible for professional RFP/RFI responses
4.Having a detailed knowledge of the functionality and technology of the WealthSuite
5.Ensuring that all materials such as presentations and demonstrations are maintained up to date
6.Build on Private Wealth Management knowledge and product knowledge to support and deliver excellent
7.Presentations to clients and prospects
8.Presentations on Technical Architecture and provide Technology support for WealthSuite
9.Able to articulate the value of the Technology Architectural Frameworks to the enterprise
10.Demonstrations (including creation of product data used to demo product capability)
11.Managing different entities within the organization to help the sales cover all the requirements
12.Manage POC’s where outside help may be required from other divisions
Key Requirements:
1.Experience in a solution / presales role with other banking solution providers, an operational role in a bank or in a consulting environment. Experience in a front-end client facing role is a must
2.Min 8 years of working experience in a Bank or a banking solutions vendor
3.Min Bachelor degree in Information Technology or equivalent
4.Banking Knowledge (expected to specialize in some, but have an awareness of all)
5.Banking processes and operational models
6.Knowledge on Wealth management, private banking, and retail banking is mandatory
7.Knowledge specifically of the main APAC wealth management markets
8.Some Structured Products knowledge and understanding
9.Portfolio lending – Margin Lending in the wealth industry
10.Understanding of Discretionary and Advisory Portfolio management
11.Systems Knowledge of any of the below systems a plus
12.Excellent communication and presentation skills
13.Consultative and solution approach
14.Being able to work independently or in a team
15.Positive and proactive attitude
16.Ability to view the Big Picture in any situation
17.Product Knowledge (ability to answer in-depth questions and make detailed presentations on the solution) about Private Wealth Management
18.Willing to travel on a frequent basis
About the Organisation:
This company is the world’s leading supplier of packaged banking software.
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Key Responsibilities:
1.Undertake business consultancy activities with prospects to understand the business and technical needs and drivers for change and position the solutions
2.Support the sales team in the qualification of a solution fit for a bank’s requirements
3.Responsible for professional RFP/RFI responses
4.Having a detailed knowledge of the functionality and technology of the WealthSuite
5.Ensuring that all materials such as presentations and demonstrations are maintained up to date
6.Build on Private Wealth Management knowledge and product knowledge to support and deliver excellent
7.Presentations to clients and prospects
8.Presentations on Technical Architecture and provide Technology support for WealthSuite
9.Able to articulate the value of the Technology Architectural Frameworks to the enterprise
10.Demonstrations (including creation of product data used to demo product capability)
11.Managing different entities within the organization to help the sales cover all the requirements
12.Manage POC’s where outside help may be required from other divisions
Key Requirements:
1.Experience in a solution / presales role with other banking solution providers, an operational role in a bank or in a consulting environment. Experience in a front-end client facing role is a must
2.Min 8 years of working experience in a Bank or a banking solutions vendor
3.Min Bachelor degree in Information Technology or equivalent
4.Banking Knowledge (expected to specialize in some, but have an awareness of all)
5.Banking processes and operational models
6.Knowledge on Wealth management, private banking, and retail banking is mandatory
7.Knowledge specifically of the main APAC wealth management markets
8.Some Structured Products knowledge and understanding
9.Portfolio lending – Margin Lending in the wealth industry
10.Understanding of Discretionary and Advisory Portfolio management
11.Systems Knowledge of any of the below systems a plus
12.Excellent communication and presentation skills
13.Consultative and solution approach
14.Being able to work independently or in a team
15.Positive and proactive attitude
16.Ability to view the Big Picture in any situation
17.Product Knowledge (ability to answer in-depth questions and make detailed presentations on the solution) about Private Wealth Management
18.Willing to travel on a frequent basis
About the Organisation:
This company is the world’s leading supplier of packaged banking software.
职能类别: 销售工程师
关键字: 售前顾问 核心银行系统 金融系统
公司介绍
华德士中国
华德士于2008年进入中国市场,目前在上海、苏州及华南地区设立有分公司。我们凭借专业素养和丰富经验为各大公司招聘***双语人才,并于最近被评选为***国际人才招聘顾问机构。
我们的顾问都有相关行业的从业经验,因此能更深刻地理解您的需求。我们主要为以下领域招聘中高级专业人才:会计与财务、银行与金融服务、工程与运营、高层管理、人力资源、信息技术与转型、市场营销、采购与供应链等领域。
华德士于2008年进入中国市场,目前在上海、苏州及华南地区设立有分公司。我们凭借专业素养和丰富经验为各大公司招聘***双语人才,并于最近被评选为***国际人才招聘顾问机构。
我们的顾问都有相关行业的从业经验,因此能更深刻地理解您的需求。我们主要为以下领域招聘中高级专业人才:会计与财务、银行与金融服务、工程与运营、高层管理、人力资源、信息技术与转型、市场营销、采购与供应链等领域。
联系方式
- Email:eric.xu@robertwalters.com.cn
- 公司地址:NA