Pre-Sales Manager - Wealth Management

Comarch

Employer Active

Posted 9 hrs ago

Experience

10 - 12 Years

Education

Bachelor of Business Administration(Management)

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

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

Desired 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

Company Industry

Department / Functional Area

Keywords

  • Pre-Sales Manager - Wealth Management

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