Pre-Sales Solution Engineering·Confirmed live in the last 24 hours·
Full-timeHong KongNo salary listed
About the Job
Requirements
A bachelor's degree or above in Finance, Business, Information Technology, or a related field.
At least three years of experience in a pre-sales, solutions engineering, or technical consultant role within financial technology services, specifically in brokerage, trading platforms, or wealth management; this experience is preferred.
Prior experience with system vendors is an advantage.
Experience with customer relationship management software and project management tools is a plus.
Strong understanding of multi-asset classes, including equities, bonds, funds, derivatives, and ideally virtual assets or cryptocurrencies.
Solid knowledge of brokerage operations, trading workflows, and market data, with in-depth knowledge of the Hong Kong, US, and Chinese securities markets.
Familiarity with the Hong Kong financial market regulatory environment, including Securities and Futures Commission regulations and know-your-customer and anti-money laundering requirements.
Ability to translate complex technical concepts into clear, concise business language for varied audiences.
Excellent presentation, communication, and interpersonal skills.
Strong problem-solving abilities and a consultative approach to addressing client needs.
Ability to work independently and collaboratively.
Excellent written and spoken English and Chinese, including Cantonese and Mandarin.
Responsibilities
Conduct product demonstrations, presentations, and workshops for prospective clients.
Explain the value proposition, features, and technical architecture of the platform.
Customize presentations and demonstrations to address client-specific requirements and pain points.
Serve as a primary technical point of contact during the sales cycle and address client questions about platform functionality, integration capabilities, security, performance, and compliance.
Understand clients' existing systems, workflows, and technical challenges, and propose tailored solutions.
Conduct technical deep-dives and proof-of-concept sessions as required.
Work with the sales team to qualify leads and gather detailed business and technical requirements from prospects.
Translate client requirements into functional and technical specifications for product and engineering teams.
Assist in preparing requests for information and requests for proposals, ensuring technical accuracy and alignment with client needs.
Monitor trends in financial technology, internet brokerage, wealth management, multi-asset trading, and emerging technologies such as blockchain and artificial intelligence.
Monitor competitor offerings and market dynamics to inform product positioning and sales strategies.
Provide market feedback to product management and development teams to drive product improvement.
Coordinate with Sales, Product Management, Engineering, Operations, Legal, and Compliance to support a seamless pre-sales to post-sales handover.
Contribute to developing sales enablement tools, collateral, and training materials.
Perform other duties as assigned.
Desired Qualifications
At least three years of experience in a pre-sales, solutions engineering, or technical consultant role within financial technology services, specifically in brokerage, trading platforms, or wealth management.
Prior experience with system vendors.
Experience with customer relationship management software and project management tools.
Familiarity with virtual assets or cryptocurrencies.
About Us LONGPORT Whale provides institutional-grade trading solutions for brokers, banks, family offices, and other institutions with trading services. The platform delivers comprehensive access to multi-market, multi-asset trading through a single integrated system.
Responsibilities
Conduct compelling product demonstrations, presentations, and workshops to prospective clients
Clearly articulate the value proposition, features, and technical architecture
Customize presentations and demonstrations to align with client-specific requirements and pain points.
Serve as a primary technical point of contact during the sales cycle, addressing client queries related to platform functionality, integration capabilities, security, performance, and compliance
Collaborate with clients to understand their existing systems, workflows, and technical challenges, and propose tailored solutions
Conduct technical deep-dives and proof-of-concept (POC) sessions as required
Work closely with the sales team to qualify leads and gather detailed business and technical requirements from prospects
Translate client requirements into clear functional and technical specifications for product and engineering teams
Assist in the preparation of RFI/RFP responses, ensuring technical accuracy and alignment with client needs
Stay abreast of industry trends in FinTech, internet brokerage, wealth management, multi-asset trading, and emerging technologies (e.g., blockchain, AI)
Monitor competitor offerings and market dynamics to inform our product positioning and sales strategies.
Provide market feedback to product management and development teams to drive continuous product improvement
Liaise effectively with internal teams including Sales, Product Management, Engineering, Operations, Legal, and Compliance to ensure seamless pre-sales to post-sales handover
Contribute to the development of sales enablement tools, collateral and training materials
Assist in other ad-hoc duties as assigned
Requirements
Bachelor's degree or above in Finance, Business, Information Technology or related fields
Minimum 3 years' of experience in a pre-sales, solutions engineering or technical consultant role within the financial technology services, specifically in brokerage, trading platforms or wealth management is preferred
Prior experience with system vendors is an advantage
Experience with CRM software and project management tools is a plus
Strong understanding of multi-asset classes (e.g. equities, bonds, funds, derivatives, and ideally, virtual assets/cryptocurrencies)
Solid knowledge of brokerage operations, trading workflows and market data; In-depth knowledge of the Hong Kong, US and Chinese securities markets
Familiarity with the Hong Kong financial market regulatory environment (e.g., SFC regulations, KYC/AML requirements)
Proven ability to translate complex technical concepts into clear, concise, and compelling business language for various audiences
Excellent presentation, communication and interpersonal skills
Strong problem-solving abilities and a consultative approach, capable of addressing clients needs
Self-motivated, proactive, and able to work independently as well as part of a team
Excellent command in both written and spoken English and Chinese (including Cantonese and Mandarin)