4 Client Advisor jobs in Bahrain

Purpose of Job:

The Clients Success Executive will be developing solid relationships with the clients through exceptional after-sales services and following up internal departments/sections to complete the agreed tasks/projects successfully, which includes discussing clients feedback with the concerned team and ensuring all the modifications are made as required.

Purpose of Job:

The Clients Success Executive will be developing solid relationships with the clients through exceptional after-sales services and following up internal departments/sections to complete the agreed tasks/projects successfully, which includes discussing clients feedback with the concerned team and ensuring all the modifications are made as required.

Duties and Responsibilities :

• To collect & validate the tasks/projects information received from business team/clients and to feed the internal projects management system with all the required information in coordination with all the concerned departments/sections of the company.
• To coordinate with the managers of the Studio/New Media/Production to receive the completed tasks/jobs/projects and submit to the clients and to follow-up with the clients to get feedback and modifications if required, until projects completion.
• To support the team members in serving the clients in the highest professional level.
• To coordinate with the Business team for any needed cost proposals, and with the Finance team to issue the due Invoices at the due courses according to the agreements with the clients.
• To insure all the information of the projects are kept in a systematic manner and updated frequently and coordinated properly with the Studio Manager.
• To build the project file with all the necessary information, references, photos, text, PDFs, links, etc
  
  

• Must have a solid experience working in creative agencies
• Must have a background & understanding of branding/graphic design field
• To have high customer service & communication skills
• To have a BS in Communications, Marketing, Business, New Media, or Public Relations
• Must speak both Arabic & English languages
  
  

• Conduct comprehensive research and analysis of global financial markets, including equities, fixed income, currencies, and alternative investments.
• Develop and implement investment strategies and asset allocation models tailored to client objectives, risk tolerance, and market outlook.
• Monitor client portfolios, analyze performance, and provide regular reports and recommendations to clients and relationship managers.
• Identify investment opportunities and risks, providing timely insights and market commentary.
• Utilize financial modeling and quantitative analysis techniques to evaluate investment options.
• Build and maintain strong relationships with clients, understanding their financial needs and goals.
• Collaborate with relationship managers to develop and present investment proposals.
• Stay abreast of economic developments, regulatory changes, and industry trends impacting wealth management.
• Contribute to the development of new investment products and services.
• Ensure compliance with all relevant regulations and internal policies.
• Prepare investment committee materials and present research findings.
• Mentor junior analysts and contribute to team development.
• Manage client investment portfolios, ensuring alignment with stated objectives.
• Analyze macroeconomic data and its impact on investment strategies.
• Provide insights on portfolio rebalancing and risk management.

• Bachelor's degree in Finance, Economics, Investment Management, or a related field. Master's degree or CFA charter holder strongly preferred.
• Minimum of 6 years of experience in investment analysis, portfolio management, or wealth management.
• Proven expertise in asset allocation, security analysis, and portfolio construction.
• Strong understanding of financial markets, economic principles, and investment vehicles.
• Excellent analytical, quantitative, and critical thinking skills.
• Proficiency in financial analysis software and tools (e.g., Bloomberg Terminal, FactSet).
• Exceptional written and verbal communication skills, with the ability to explain complex financial concepts to clients.
• Strong client relationship management skills.
• High level of integrity, ethical conduct, and attention to detail.
• Ability to work independently and as part of a collaborative team.
• Proven ability to meet deadlines and manage multiple priorities in a demanding environment.

• Develop comprehensive financial plans tailored to individual client needs and goals.
• Provide expert advice on investment management, portfolio construction, and asset allocation.
• Conduct thorough financial analysis, including retirement planning, tax planning, and risk management.
• Build and nurture long-term relationships with clients through regular communication and proactive engagement.
• Identify new business opportunities and expand the client base.
• Stay abreast of market trends, economic developments, and regulatory changes impacting financial planning.
• Ensure compliance with all relevant financial regulations and company policies.
• Collaborate with internal specialists (e.g., tax, legal) to provide holistic client solutions.
• Mentor and guide junior advisors and support staff.
• Achieve and exceed sales and performance targets.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certifications (e.g., CFP, CFA) is highly preferred.
• Minimum of 5-7 years of experience in financial planning or wealth management.
• Proven track record of successfully managing client portfolios and achieving financial objectives.
• In-depth knowledge of financial markets, investment products, and financial planning software.
• Excellent communication, interpersonal, and presentation skills.
• Strong negotiation and client relationship management abilities.
• Ethical conduct and a commitment to fiduciary duty.
• Ability to work independently and as part of a collaborative team.
• Proficiency in financial planning software and CRM systems.