Finance and Risk Management Solutions Expert

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Wolters Kluwer N.V. Full time

We are seeking a Finance and Risk Management Solutions Expert to join our team in Hong Kong. As a key member of our presales team, you will be responsible for driving business growth and expanding our customer base in the region.

About the Role

This is a permanent full-time position based in Hong Kong (Hybrid Working, working from home 3 days/week). You will report to the Head of Presales, Asia Pacific.

You will address the key challenges generated during the presales process, such as building presales materials, supporting on RFP/RFI's, maintaining existing demo environments and testing new product releases, assisting presales on Proof Of Concepts (POC) which meet customer business requirements, tracking and keeping up to date with regulatory changes and educating peers.

  • Listen to and understand our prospects' business requirements.
  • Helping to qualify opportunities.
  • Position and demonstrate our financial risk management solution (ALM, Market risk, Liquidity Risk, stress testing, Capital management and Regulatory Capital and Internal Capital Targets) relative to the prospects' business.
  • Position our Regulatory reporting solutions for Singapore, Australia, Hong Kong.
  • Articulate our value proposition throughout all steps in the sales process.
  • Build and maintain use cases and demonstration setups of specific software modules.
  • Preparing and conducting product workshops and proof of concepts on prospect sites.
  • Generating pre-sales support documents.
  • Provide financial and business content and business subject expertise to current and prospective customers as well as internal peers.
  • Completing RFI/RFP's.
  • Conducting functional gap analyses and addressing business issues raised by prospects, and work together with sales to ensure the closure of the process.
  • Working with product development/product management to ensure the functional requirements of customers/prospects are fulfilled and if all features are on the roadmap foreseen.

About You

We are looking for an experienced Finance/Risk Management solution consulting professional with a background in Finance/Accounting/Risk with a good understanding of Technology platforms. Pre-sales experience in selling products in a similar space is advantageous. Knowledge on the following areas is nice to have:

  • Finance: e.g. GL and subledgers, IFRS, Budgeting and financial consolidation.
  • Risk Management: e.g. ALM, liquidity risk management, stress testing.

You should have good presentation, interpersonal and communication skills. Fluency in English and Cantonese; Mandarin is a plus. Willingness to travel within APAC.

Energetic and driven to succeed in a fast-paced, dynamic environment.



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