About The Family Office:

Founded in 2004, 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 $2 billion in tailored portfolios, specializing in alternative investments like private equity, debt, and real estate. In 2024, the firm expanded into Kuwait, obtaining licensing from the Kuwaiti Capital Markets Authority (CMA) to offer exclusive wealth management and private market opportunities to local investors.

Role Overview:

We are seeking a digital-savvy and data-driven Head of Digital Sales to lead client acquisition, optimize the sales funnel, and grow Assets Under Management (AUM) for our Kuwait operations. The ideal candidate will have a deep understanding of wealth management in the GCC region, experience in digital client engagement, and a proven track record in managing sales pipelines and customer relationships in a tech-driven financial environment.

Digital-First 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.
• Continuously track and optimize conversion rates at each stage of the sales pipeline.

Client Acquisition & Market Growth:

• Drive multi-channel acquisition strategies (organic, paid, partnerships) 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.
• Collaborate with marketing teams to ensure alignment between lead generation campaigns and sales targets.

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 (CMA, CBK) and ensure sales compliance.

Key Requirements:

• 7-12 years of experience in wealth management, FinTech, investment advisory, or digital banking in Kuwait or the GCC.
• Expertise in digital sales funnel management, CRM tools (e.g., HubSpot, 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.
• Bachelor's or Master's in Finance, Business, Economics, or a related field. CFA, CFP, or similar certifications preferred.
• Fluency in English and Arabic.

Why Join Us? 

Lead the digital transformation of wealth management sales in Kuwait with a firm known for its innovation and client-centric approach. Work with cutting-edge AI, automation, and digital client engagement tools. Competitive compensation with performance-based incentives tied to AUM growth and digital sales success.