Solutions Specialist

Leadingnation; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

LONGPORT Whale is seeking a Pre-Sales Solutions Engineer in Hong Kong to drive technical demonstrations and articulate value for institutional clients. You will present platform features, gather requirements, and collaborate with Sales, Product, and Engineering to tailor solutions.

The role requires fintech domain knowledge, strong communication in English and Chinese, and the ability to translate complex concepts for diverse audiences.

Qualifications

• Bachelor’s degree in Finance, Business, IT or related field.
• At least 3 years in pre-sales, solutions engineering or technical consultancy in fintech.
• Strong English and Chinese (Cantonese and Mandarin) communication and presentation skills.

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 requirements and pain points.
• Serve as a primary technical contact during the sales cycle, addressing platform functionality questions.
• Collaborate with clients to understand their systems 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 requirements.
• Translate client requirements into functional and technical specs for product/engineering.
• Assist in RFI/RFP responses with technical accuracy and alignment.
• Stay updated on FinTech trends, blockchain, AI, and regulatory changes.

Skills

Presentation skills

Communication

Interpersonal skills

Problem solving

Self-motivation

Team collaboration

Education

Bachelor's degree in Finance, Business, Information Technology or related fields

Tools

CRM software

Project management tools

Job description

Job Description

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 plusStrong 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)