Pre-Sales Manager - Wealth Management

We are seeking a highly experienced Pre-Sales Manager with deep expertise in Wealth Management and Private Banking to join our regional team. The ideal candidate will act as a trusted advisor to clients, demonstrating how our innovative digital platforms and IT solutions can enable banks and financial institutions to transform their wealth management capabilities.The successful candidate will play a pivotal role in client engagements, solution positioning, and deal acceleration, bridging the gap between client business needs and our technology solutions.

Candidate profile

• Minimum 10 years of experience in the banking industry, specifically within wealth management, private banking, or investment advisory
• Proven pre-sales or solution consulting experience with a technology provider, fintech, or consulting firm focused on financial institutions (preferred)
• Strong understanding of front-to-back wealth management processes, including advisory, onboarding, portfolio management, compliance, and client reporting
• Excellent communication and presentation skills with the ability to engage C-level stakeholders and translate complex technology into business value
• Fluency in English; Arabic speaking is a strong advantage
• Willingness to travel frequently across the Middle East (approx. 40–50%)
• Bachelor’s degree in Finance, Business, IT, or a related field; MBA or equivalent qualification is an asset
• Strong interpersonal and cross-cultural communication skills
• Analytical thinker with the ability to simplify complex concepts
• High degree of initiative, ownership, and professionalism
• Team-oriented with the ability to collaborate across functions and geographies
• Strategic and consultative selling mindset
  
  

Your responsibilities

• Engage with senior executives from private banks, wealth managers, and financial institutions to understand strategic priorities, regulatory requirements, and digital transformation goals
• Position and demonstrate the company’s wealth management software solutions, including front to back-office capabilities, portfolio management, advisory tools, client onboarding, and digital channels
• Collaborate with sales, product, and delivery teams to design tailored demonstrations, proposals, and proof-of-concepts aligned with client requirements
• Respond to RFPs/RFIs, providing detailed business and technical inputs that highlight the value and differentiation of the solution
• Conduct discovery workshops and presentations to articulate solution capabilities in business terms and translate customer needs into solution architecture
• Support the end-to-end sales cycle – from opportunity qualification to contract closure – ensuring smooth knowledge transfer to the delivery team
• Maintain up-to-date market intelligence on competitors, industry trends, and emerging technologies in wealth management and digital banking
• Represent the company at conferences, roadshows, and client events across the Middle East to strengthen brand visibility and relationships
  
  

For you

• Opportunity to work at the intersection of banking and cutting-edge technology
• Exposure to leading regional and international financial institutions
• Dynamic, diverse, and collaborative work environment
• Competitive compensation and travel opportunities across the region