Pre‑Sales & Clients community Coordinator
Location: Switzerland
Employment: Full-time
Description
FNZ is seeking a dynamic Pre‑Sales & Clients community Coordinator to bridge Product, Engineering, Delivery and Commercial teams by translating complex private‑banking requirements into clear, compelling digital solutions. In this role, you will design and present solution options, deliver high-impact demonstrations, run Proofs of Concept (POCs), support RFIs and RFPs answers: On top, you will drive our multi-bank client community to strengthen platform adoption and measurable client outcomes further.
This role is ideal for someone who combines transversal competences: solution consulting, product expertise, and commercial awareness, with a passion for transforming private‑banking experiences through technology.
Key Responsibilities
* Pre‑Sales
o Demonstrations
+ Deliver impactful product demos, workshops, and roadmap briefings to executive, advisory, and technical audiences.
+ Tailor solution storytelling to different banking personas and their strategic priorities.
o RFP & POC Management
+ Lead the creation of technical proposals, RFP responses, and solution blueprints alongside Sales, Product Owners, and Engineering.
+ Ensure each proposal offers clear alignment between client requirements, scope, commercials, and delivery feasibility.
+ Plan and execute POCs end‑to‑end, including success criteria definition, solution configuration, reporting, and next‑step recommendations.
+ Maintain deep, up‑to‑date knowledge across FNZ’s private‑banking platform: Core Banking, CRM/onboarding, Portfolio Management, and APIs/integration patterns.
+ Collect structured market and client feedback and feed it into Product for backlog shaping and roadmap prioritisation.
* Community Management & Marketing
o Manage, organise and follow up FNZ’s private‑banking client community, including events, webinars, release briefings, and roadmap updates.
Required Qualifications & Skills
* Education: Bachelor’s or master’s degree in business administration, Finance/Economics, Information Systems, Computer Science, Engineering, or equivalent professional experience.
* Language: Ideally at least 3 of the following languages: English (mandatory), or/and French, or/and German, or/and Italian.
* Experience:
o 1–3 years in pre‑sales, solution consulting, client advisory, or technical consulting within private banking, wealth management, or fintech.
o Hands‑on experience with demos, RFPs, POCs, and solution design for financial institutions.
o Strong understanding of Core / digital banking platforms, CRM/onboarding processes, and Integration concepts (APIs, SaaS, cloud)
* Skills:
o Presentation & Storytelling – Ability to make complex concepts accessible to both technical and non‑technical leaders.
o Analysis & Documentation – Skilled in requirement capture, solution design, and defining success metrics.
o Collaboration – Works effectively across Sales, Product, Engineering, and Delivery
o Organisation & Prioritisation – Able to manage multiple client threads, events, and deliverables simultaneously.
* Mindset:
o Consultative, structured, curious, proactive, and ownership‑driven.
o Thrives in a fast‑moving, client‑facing environment with cross‑functional stakeholders.
o Comfortable navigating ambiguity and driving clarity for clients and internal teams.
Job Profile
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end‑to‑end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
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