Pre Sales Manager Wealth Management

Dubai, DU, AE, United Arab Emirates

Job Description

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
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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

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Job Detail

  • Job Id
    JD2125934
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, DU, AE, United Arab Emirates
  • Education
    Not mentioned