16 Client Relationships jobs in Bahrain

About Tanami

At Tanami Capital, we're redefining how people in the MENA region and beyond access global private markets. As a fintech platform, we provide top-tier investment opportunities through a seamless digital experience across web and mobile. Our mission is to make alternative investments accessible, transparent, and sharia-compliant — empowering individuals and institutions to build smarter portfolios.

We're building a dynamic team that thrives on innovation, collaboration, and impact — and we'd love for you to be part of it.

The Role

We're seeking a Relationship Manager to drive client engagement and distribution growth across our investment products. You will be the primary point of contact for individual and institutional clients, ensuring a seamless journey from onboarding to ongoing portfolio management.

This isn't just a sales role — you will act as a trusted advisor, building long-term relationships, understanding client needs, and ensuring alignment with Tanami's innovative investment product suite. You will also be expected to leverage your own professional network, segment and prioritize leads, and deliver on monthly and quarterly targets.

What You'll Do

• Grow and maintain AUM targets, ensuring sustainable client acquisition and retention.
• Build and maintain strong relationships with mass-affluent, high-net-worth, corporate, and institutional clients.
• Generate and qualify leads through personal networks, referrals, and market outreach.
• Act as the voice of the customer internally, sharing feedback to shape product development.
• Support marketing and client events, representing Tanami as a thought leader in private markets.
• Collaborate with compliance and operations teams to ensure smooth and regulator-ready client experiences.

What We're Looking For

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 5+ years in relationship management, wealth management, or private banking.
• Strong understanding of investment products.
• Proven track record of lead generation and delivering against sales targets.
• Established personal/professional network in the GCC.
• Excellent communication and presentation skills; ability to simplify complex investment concepts.
• Entrepreneurial mindset: proactive, resourceful, and comfortable in a startup environment.
• Experience in the GCC region, with knowledge of local regulatory and cultural dynamics.
• Fluency in English / Arabic required.

Nice to Have

• Experience distributing investment products through banks or insurance companies.
• Exposure to digital wealth platforms or fintech distribution models.

What We Offer

• Competitive compensation package with a generous incentive scheme tied to both monthly and quarterly performance, rewarding high achievers who consistently drive client engagement and distribution growth.
• The opportunity to be part of a fast-growing fintech transforming access to private markets in the MENA region.
• Direct exposure to global private market managers and top-tier investment strategies.
• Growth opportunities across client-facing, strategic, and leadership roles.
• A collaborative culture that values integrity, innovation, and professional development.

Client Relationship Management:

Act as the first point of contact for new clients and build and maintain strong relationships with the existing by ensuring their needs are met and expectations surpassed.

Follow any and all instructions received from the RM, including contacting clients, resolving issues for individuals, opening individual accounts, and other tasks as directed.

Act as the first point of contact with branch managers and corporate call centres regarding corporate inquiries.

Respond to and resolve client inquiries regarding account activities in a timely manner.

Manage Client requests related to Bank Statements, transfers, Corporate Credit Cards and trade finances.

Recommend and onboard clients to the BisB Digital, transactional and cash management solutions to increase digitization, promote new banking products and drive NFI.

Open an account for new clients and ensure both new and existing clients KYC/AML compliance are as per bank and CBB regulations with completion of checklists and obtaining missing information directly from the client and any other requirement related to account opening.

Ensure up-to-date financial statements, accounts receivable, agencies, and other relevant items are available for all customers.

prepare checklists, perform due diligence, and send completed packs to the department concerned.

Perform tasks requested by the RM or superiors, including setting up meetings, managing schedules, and following up on requests.

Address the back end of Digital Banking maintenance requests and resolve any issues faced by the client.

Channel complex customer complaints and challenges to the appropriate departments for effective resolution.

Prepare corporate card requests and attend to issues relating to corporate cards with the client and necessary stakeholders within the Bank.

Credit and Financial Analysis:

Evaluate credit and industry financial risks, analyze financial statements, and assess potential customers' financial status and repayment ability.

Develop credit information to support lending decisions for new, renewal, and extension of loans.

Respond to credit inquiries, compose credit letters, and compile pertinent information for reporting.

Industry Reporting and Peer Analysis:

Prepare industry reports and conduct peer analysis.

Ensure employee files are updated with the latest financial statements, reports and any required documents.

Monitor the account and update the RM of any issue or risk flags.

Coordinate with compliance on any suspicious transactions.

Generate renewal/annual review list reports, past due reports, and financial covenant reports and adhere to assigned timelines.

Coordinate with credit administration for client documentation preparation, facility execution and reporting requirements.

Self- Management Responsibilities:

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Bahraini Nationals

The role holder is responsible for delivering the assigned sales target and support the branch over all in achieving the assigned growth target through sales to new and existing customers by ensuring current customers have the right products and services. The role holder is also responsible to identifying new markets and customer leads and pitching prospective customers. The role holder performs duties including but not limited to monitoring competition, maintaining good customer relations, and pursuing new sales opportunities.
Moreover, the job holder is responsible to ensure all controls and compliance are in place.

Responsibilities

• Source and develop new clients by applying disciplined sales process and demonstrating comprehensive knowledge of product range. Enhance exiting Branch Banking relationships and provide professional quality customer service.
• Meet with clients, analyze their needs, provide advice and sell relevant products or services as appropriate.
• Deliver the assigned target through new and existing to bank customer.
• Communicates and meets with clients / prospects on a pro-active basis and responds to their inquiries and requests in a timely and accurate manner to ensure high level of customer service.
• Assists in maintaining effective relationships with new and existing clients to repeat business opportunities, referrals and lead generation for target completion of the Branch.
• Drafts sales reports to be submitted to the Branch Manager and receives feedback from Lead - Sales Growth to be incorporated prior submitting to Branch Manager.
• Communicates with the existing customers to notify them on the current promotions and offers, which will enhance the sales of the assigned branch.
• Approaches existing and new customers in and out of branch to achieve individual and branch sales target.
• Conducts cold calling, telephonic and field visits to existing and new customers for business conversion.
• Identifies and understands the needs of the customers and provides necessary advice on financial solutions based on their needs.
• Provides assistance and support to new and existing staffs in cross selling techniques-based products, within and outside the branch.
• Documents and maintains all records of sales activities and provides updates as per requirement.
• Ensures completeness and compliance of all documentation for new and existing customers to protect company and client interests.
• Stays on top of the business operating environment with respect to market trends, interest rates, asset and liabilities positions, trade volume, credit facilities etc. on an ongoing basis and submits the findings to the Lead - Sales Growth.
• Follows up with customers to obtain all expired or missing documents or unmet conditions.

QUALIFICATIONS, EXPERIENCE AND SKILLS

• Bachelor's degree in Business Administration, Management, Banking or any related discipline is mandatory
• 3- 5 Years of experience-Minimum 3 years of experience in a Bank in Sales
• Strong knowledge of SME market in Bahrain.
  Strong knowledge of Central Bank of Bahrain rules and regulations.
  Strong knowledge of all Banking products and services.
• Fluency in English and Arabic

Key Roles & Responsibilities :

Support Corporate Banking Relationship Managers in their daily tasks and customers transactionsProvide support to key relationship managers in managing and following up on customers' credit portfolio.Review and evaluate the credit portfolio periodically to mitigate financing risks within the CBB's and the bank's credit policies.Prepare studies, memoranda, and credit approval forms for all types of facilities (direct and indirect)

Review appropriate recommendations and conduct necessary follow-ups to mitigate associated risks and enhance the bank's profitability.Analyze financial statements of new and existing customers and prepare credit recommendations.Analyze clients' financial statements and prepare detailed financial reports.Assess credit risks and prepare financing and credit recommendations.Review periodic financial statements and compare them with previous projectionsProvide support in preparing economic feasibility studies and reviewing cash flow statements, original and alternative payment sources, and other details of the credit note.Ensure all credit files are up-to-date and contain all required documentation.Monitor loan and credit facility repayments to ensure compliance with agreed payment schedules.Support key relationship managers in ensuring that credit studies and memos comprehensively address credit demand, objectives, and conditions in compliance with the bank's policies and guidelines.Coordinate with concerned authorities regarding syndicated loans (for accounts managed from the Bahrain branch) to obtain necessary approvals, prepare and sign contracts, activate the loan on the system, and conduct required follow-ups.Contribute in proposing of appropriate financing structures, repayment terms, and risk assessments for requested financing.Assist in coordinating with all stakeholders to align on credit recommendations and resolve disagreements where possiblePerform any tasks assigned by the line manager or regional manager.Participate in risk assessments (financial, market, and management risks…etc), evaluating liquidity, profitability, cash flow, and economic feasibility, and make suitable recommendationsSupport relationship managers in reviewing the adequacy of collateral/guarantees to ensure risk coverage and protection of the bank's interests.Assist relationship managers in identifying inconsistencies between credit recommendations and the bank's policies, procedures, and regulatory requirements (in Bahrain and Jordan).Support business development efforts by helping to attract new clients in the areas of facilities and deposits, ensuring targets across banking products are met.Coordinate with relevant departments to promote products and facilitate cross-selling initiativesAssist relationship managers in maintaining and developing client relationships through meetings, visits, and calls to understand and address financing needs.Assist in preparing financing offers for both existing and new customers according to the bank's approved instructions.Manage corporate client accounts and ensure seamless banking operations in line with approved proceduresFollow up on the updating of guarantees provided by customers and ensure their validity and continuity.Communicate with customers in the event of delays in payment and provide appropriate solutions.

Qualifications & Requirements :

Practical knowledge of the general credit policy of the bank and its annexes for each region.Practical knowledge of the instructions of the Central Bank of Bahrain and the supervisory authorities in the host countries.Knowledge of legal frameworks, banking regulations, and market dynamics in host regions.Practical knowledge of credit studies, financial analysis, and economic feasibility studiesBachelor's degree in one of the business-related fields or a relevant discipline.English Language: Advanced level in both writing and speaking.Technical Skills: Proficiency in Microsoft applications, including PowerPoint, Excel, and Word

Nationality: -

Only Bahrainis and expats currently working in the Bahraini banking sector may apply

Office Administrator & Customer Relationship Manager

We are hiring an Office Administrator & Customer Relationship Manager to keep daily operations running smoothly and manage client relationships. This role combines office management with direct client interaction. (Bahraini only)

• Organize schedules, correspondence, and office records
• Maintain CRM and project documents
• Handle client inquiries professionally
• Prepare reports, presentations, and marketing materials
• Coordinate meetings, proposals, and follow-ups
• Work with third parties on client projects
• Ensure clients receive timely support and solutions

• Strong organization and time management skills
• Proficient in Google Workspace and CRM tools
• Clear verbal and written communication skills
• 1-3 years of experience in office administration or customer relationship management
• Must be located in commutable distance to Manama, Capital Governorate, Bahrain

• Coordinate and oversee the execution of client projects, ensuring timelines and deliverables align with client expectations and company standards.
• Analyze client feedback and service performance metrics, utilizing insights to enhance service offerings and improve overall client satisfaction.
• Cultivate strong relationships with clients by proactively addressing their needs and concerns, ensuring they feel valued and understood.
• Serve as the primary point of contact for clients, skillfully managing communications and facilitating collaboration between clients and internal teams.
• Conduct regular check-ins and follow-up meetings with clients to assess satisfaction levels and identify potential opportunities for upselling or cross-selling services.
• Prepare and present comprehensive reports on client performance and engagement, illustrating the value provided and paving the way for future growth.
• Develop and implement client onboarding processes that ensure a seamless transition and set the stage for long-term partnerships.
• Actively participate in strategic planning sessions to align client service initiatives with broader business objectives and market trends.
• Resolve any service-related issues or conflicts swiftly and effectively, transforming challenges into opportunities for client loyalty.
• Keep abreast of industry trends and competitor offerings to provide clients with insightful recommendations and maintain a competitive edge.

• A minimum of 3 years of experience in client services or account management within a service-oriented industry, demonstrating a proven track record of success.
• Fluency in English is mandatory, while proficiency in additional languages is highly desirable for diverse client interactions.
• A bachelor's degree in Business Administration, Marketing, or a related field is preferred to provide a solid foundation for client management.
• Exceptional communication skills, both verbal and written, are crucial for articulating ideas and collaborating effectively with clients.
• Strong problem-solving abilities and a proactive approach to challenges are essential for navigating complex client needs.
• A personable and resilient attitude that thrives in fast-paced environments will help in building lasting client relationships.
• A detail-oriented mindset with excellent organizational skills is necessary to manage multiple clients and projects simultaneously.