Presales Consultant – Wealth Management Software Solutions

About the role

As a Presales Consultant you will act as the bridge between client needs and CBS’s Wealth Management software portfolio. Working closely with the sales organisation you will help prospects understand how the solutions can improve their operations and support decision‑makers from C‑level executives to end‑users.

Key responsibilities

• Deliver compelling product demonstrations and presentations that showcase CBS’s value proposition.
• Design and configure demo environments tailored to each client’s specific requirements.
• Collaborate with Sales and Account Managers to position solutions and build trust with prospects.
• Respond to RFIs/RFPs and support Proof‑of‑Concept initiatives.
• Work with Product teams to stay up‑to‑date on new features and incorporate them into client engagements.
• Contribute to the continuous improvement of demo scripts, RFP databases and marketing collateral.

Required profile

• Minimum 5 years of experience with a software vendor serving the financial services sector.
• Strong knowledge of Wealth Management applications, processes and lifecycle.
• Excellent communication and presentation skills in English and French; German is a plus.
• Comfortable presenting to stakeholders at all levels, from C‑level to end‑users.
• Willingness to travel up to 50 % of the time.
• Curious, adaptable and eager to learn additional CBS products.

Required skills

What we offer

• A collaborative, inclusive culture that values diversity and innovation.
• Opportunities for professional growth within a global team.
• Supportive environment where ideas are heard and development is encouraged.