Our client, a global leader in financial analytics and technology solutions, is seeking an experienced Presales Specialist – Banking Solutions . This role plays a critical part in connecting advanced analytical capabilities with the evolving needs of banks and financial institutions, supporting their risk management, capital optimization, and sustainability goals.

About the Role

As a Presales Specialist within the Technology & Solutions team, you will act as a bridge between product innovation, sales execution, and client strategy.

The position requires a strong understanding of banking operations—including balance sheet management, liquidity, and regulatory frameworks—combined with technical fluency and a consultative mindset.

You will engage directly with senior stakeholders across commercial, corporate, and treasury functions, designing tailored solutions that address complex risk and capital management challenges.

Responsibilities 

Presales Leadership

• Lead the end-to-end presales process across multiple banking engagements—from discovery and qualification through solution design, demonstration, and handover.
• Partner closely with sales, client coverage, and product teams to align solutions with client strategic objectives.
• Ensure solution architectures are both technically robust and commercially viable.

Solution Design & Demonstrations

• Develop and deliver compelling presentations and demonstrations highlighting advanced banking analytics, risk management, and ESG integration capabilities.
• Build and maintain demo environments reflecting key banking workflows such as ALM, capital planning, stress testing, and portfolio optimization.

Banking Domain Expertise

• Serve as the subject matter expert for banking clients, translating regulatory, balance sheet, and risk challenges into actionable solutions.
• Support discussions around compliance, digital transformation, and sustainability integration within bank risk frameworks.
• Understand how core financial instruments—such as swaps, swaptions, and interest rate derivatives—affect risk, valuation, and liquidity management.

Complex Deal Structuring

• Coordinate cross-functional teams (sales, legal, product, and implementation) to develop proposals that meet technical and regulatory requirements.
• Lead proof-of-concept initiatives to validate solution impact and client alignment.

Client Consulting & Enablement

• Advise clients on how analytical solutions can enhance front-office, risk, and finance workflows to drive capital efficiency and risk-adjusted returns.
• Translate client challenges into use cases and feedback for product development.
• Act as a trusted advisor to senior stakeholders across risk, treasury, and finance.

Internal Collaboration

• Collaborate with product and research teams to convey client insights and influence solution development.
• Partner across internal business lines (e.g., ESG, Climate, Index) to deliver integrated banking solutions.

Requirements

• 9+ years of experience in presales, solution consulting, or client-facing roles in Banking, FinTech, or Financial Risk Management.
• Strong understanding of bank balance sheets, capital and liquidity management, and regulatory frameworks (Basel III/IV, ICAAP, IFRS 9, FRTB).
• Proven engagement with CRO, Treasury, or Risk Strategy functions within banks.
• Familiarity with financial analytics platforms, data integration, and API-driven workflows.
• Bachelor’s degree in a technical or quantitative field (Engineering, Mathematics, Finance); advanced degrees (MBA, MSc, PhD) preferred.
• Professional certifications such as CFA or FRM are highly desirable.
• Coding skills (e.g., Python) preferred but not mandatory.
• Exceptional communication, presentation, and storytelling skills.
• Strong analytical, consulting, and project management abilities.
• Technologically fluent, with the ability to connect analytics, technology, and business strategy.

Why Apply

This role offers a unique opportunity to sit at the intersection of banking strategy, analytics, and innovation.

You will partner with top-tier financial institutions, shape how they manage risk and capital, and contribute to their transformation towards sustainable and data-driven banking.

Ideal for professionals who thrive in consultative roles and enjoy solving complex financial challenges through technology-driven solutions.