Digital Sales Director for Wealth Management

5 days ago


Kuwait City, Al Asimah HealthCare Dynamics Gen. Trading Company W.L.L Full time

Company Overview:

The Family Office is a leading wealth management firm serving ultra-high-net-worth individuals across the GCC. With offices in Bahrain, Saudi Arabia, UAE, and Kuwait, it manages tailored portfolios, specializing in alternative investments like private equity, debt, and real estate.

Sales Strategy & Execution:

Develop and implement a digital-first sales strategy focused on the Kuwaiti and GCC markets. Manage the entire sales funnel, optimizing lead generation, client onboarding, and retention. Utilize CRM tools, automation, and AI-driven analytics to enhance customer acquisition and engagement.

Client Acquisition & Market Growth:

Drive multi-channel acquisition strategies to attract HNWIs, retail investors, and institutions. Forge partnerships with local/regional financial institutions, family offices, and corporate clients. Incorporate Sharia-compliant investment offerings to broaden investor appeal.

Client Relationship Management & Retention:

Build and nurture strong client relationships, providing tailored digital investment solutions. Implement data-driven engagement strategies to boost retention using behavioral insights. Develop loyalty programs, referral strategies, and educational initiatives tailored for Kuwaiti investors.

Leadership & Cross-Functional Collaboration:

Lead and mentor a team of sales and relationship managers, promoting a digital-first sales culture. Collaborate with product, marketing, and tech teams to align digital solutions with customer needs. Stay informed on Kuwait's regulatory framework and ensure sales compliance.

Key Requirements:

  • 7-12 years of experience in wealth management, Fin Tech, investment advisory, or digital banking in Kuwait or the GCC.
  • Expertise in digital sales funnel management, CRM tools (e.g., Hub Spot, Salesforce), and data-driven sales optimization.
  • Strong knowledge of investment products, portfolio management, and financial planning in the Kuwaiti market.
  • Proven success in client acquisition, AUM growth, and digital wealth management sales.
  • Familiarity with Sharia-compliant financial products is a plus.

Benefits:

Competitive compensation with performance-based incentives tied to AUM growth and digital sales success.

Others:

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.



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