8 Financial Advisor jobs in Bahrain

• Provide financial advisory services to clients.
• Process banking transactions accurately and efficiently.
• Assess creditworthiness and manage loan applications.
• Develop and manage investment portfolios.
• Ensure compliance with financial regulations and policies.
• Build and maintain strong client relationships.
• Analyze financial data and prepare reports.

• Bachelor's degree in Finance, Economics, Accounting, or Business.
• Proven experience in banking, financial analysis, or investment.
• Strong analytical and numerical skills.
• Excellent communication and client relationship management abilities.
• Knowledge of financial products, markets, and regulations.
• Proficiency in financial software and MS Office Suite.
• High level of integrity and attention to detail.

• A competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• A supportive and inclusive work environment.
• Exposure to cutting-edge technologies/industry practices.
• Work-life balance initiatives.

• Build and cultivate strong relationships with new and existing clients, serving as their primary point of contact for investment needs.
• Conduct comprehensive financial needs assessments to understand clients' financial goals, risk appetite, and investment preferences.
• Develop personalized investment strategies and construct diversified portfolios tailored to individual client profiles.
• Provide expert advice on a wide range of investment products, including stocks, bonds, mutual funds, ETFs, and alternative investments.
• Monitor market performance, economic trends, and industry developments to inform investment decisions and client recommendations.
• Regularly review client portfolios, rebalance assets as necessary, and communicate performance updates.
• Educate clients on various investment options, market risks, and financial planning concepts.
• Ensure strict compliance with all financial regulations, internal policies, and ethical standards.
• Prepare and present clear, concise financial reports and investment proposals to clients.
• Collaborate with internal teams, including financial planners, tax specialists, and legal advisors, to provide holistic client solutions.
• Actively participate in business development activities to expand the client base.
• Stay current with changes in tax laws, financial regulations, and investment products.
• Address client inquiries and resolve issues promptly and professionally.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFA, CFP, or equivalent are highly preferred.
• Minimum of 5-7 years of experience in investment advisory, wealth management, or financial planning.
• In-depth knowledge of financial markets, investment products, and portfolio management principles.
• Proven track record of building and managing client relationships.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong verbal and written communication skills, with the ability to explain complex financial concepts simply.
• High level of integrity and adherence to ethical standards.
• Proficiency in financial software and CRM systems.
• Ability to work independently and manage a client portfolio effectively.
• Strong business development and networking abilities.
• Knowledge of local and international financial regulations.

Our client, a leading wealth management firm known for its tailored financial planning and robust investment strategies, is seeking an accomplished and client-focused Senior Investment Advisor. This pivotal role is based in Riffa, Southern, BH , offering an exceptional opportunity to manage and grow a portfolio of high-net-worth clients, providing expert advice on investment strategies, portfolio construction, and financial planning. The successful candidate will be instrumental in fostering long-term client relationships and contributing to the firm's continued success.

• Provide comprehensive investment advice and financial planning services to individual and institutional clients.
• Develop personalized investment strategies based on clients' financial goals, risk tolerance, and time horizons.
• Manage and monitor client portfolios, performing regular reviews and making necessary adjustments.
• Conduct in-depth market research and analysis to identify investment opportunities and trends.
• Communicate complex financial concepts clearly and effectively to clients.
• Attract and onboard new clients through networking, referrals, and business development initiatives.
• Prepare and present quarterly or annual performance reports to clients.
• Ensure full compliance with all regulatory requirements and ethical standards.
• Stay abreast of economic developments, financial markets, and new investment products.
• Collaborate with internal teams, including research and product development, to enhance client offerings.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFA, CFP, or other relevant financial certifications are highly preferred.
• Minimum of 7-10 years of experience in investment advisory, wealth management, or financial planning, with a strong track record of client acquisition and retention.
• Extensive knowledge of financial products, investment vehicles, and market dynamics.
• Proven ability to build and maintain strong client relationships.

• Exceptional communication, presentation, and negotiation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and CRM systems.
• High level of integrity and ethical conduct.
• Fluency in English; Arabic is a significant advantage.

The ideal candidate will be a highly trustworthy, empathetic, and results-oriented professional with a deep understanding of investment principles and a genuine commitment to client success. They will possess the ability to articulate complex financial information in an accessible manner and tailor solutions to meet individual client needs. This role demands an individual who is proactive in business development and dedicated to building long-lasting, trust-based relationships. Our client offers a competitive base salary, attractive commission structure, comprehensive benefits, and significant opportunities for career advancement within a prestigious and supportive firm. Join our client's team and become a trusted advisor in empowering clients to achieve their financial aspirations.

• Support senior investment advisors in managing client portfolios, including rebalancing and performance monitoring.
• Conduct research and analysis on various investment products, market trends, and economic indicators.
• Prepare client presentations, financial plans, and investment proposals.
• Assist in client meetings, taking notes and following up on action items.
• Process client transactions, account openings, and administrative tasks accurately and efficiently.
• Maintain comprehensive client records and ensure compliance with regulatory requirements.
• Respond to client inquiries and provide exceptional customer service.
• Stay informed about financial market developments, industry regulations, and new investment opportunities.
• Collaborate with internal teams, including operations and compliance, to ensure smooth client service delivery.
• Continuously develop knowledge in financial planning, investment strategies, and wealth management.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 1-3 years of experience in financial services, preferably in an investment advisory or wealth management capacity.
• Strong understanding of financial markets, investment products (stocks, bonds, mutual funds, ETFs), and economic principles.
• Proficiency in financial planning software, CRM systems, and Microsoft Office Suite, especially Excel.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong interpersonal and communication skills, both written and verbal.
• Demonstrated ability to build rapport and trust with clients.
• Relevant certifications (e.g., Series 7, CFA Level I, or equivalent) are a significant advantage or a willingness to obtain them.
• High level of integrity and ethical conduct.

• Develop and maintain strong, long-term relationships with high-net-worth clients, serving as their primary investment advisor.
• Conduct comprehensive financial needs assessments and develop personalized investment plans.
• Construct and manage diversified investment portfolios across various asset classes (equities, fixed income, alternatives).
• Provide expert advice on investment strategies, market conditions, and wealth management solutions.
• Monitor portfolio performance, rebalance as needed, and communicate regularly with clients on their portfolio status.
• Analyze market trends, economic indicators, and geopolitical events to identify investment opportunities and risks.
• Educate clients on complex financial products, tax implications, and estate planning considerations.
• Ensure compliance with all regulatory requirements and ethical standards.
• Generate new client leads through networking, referrals, and business development activities.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide holistic client solutions.

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Master’s degree preferred.
• CFA (Chartered Financial Analyst) designation or CFP (Certified Financial Planner) certification is highly preferred.
• Minimum of 7-10 years of experience in investment advisory, wealth management, or financial planning roles, with a focus on high-net-worth clients.
• Extensive knowledge of various investment products, financial markets, and wealth management strategies.
• Proven track record of building and managing significant client portfolios.
• Exceptional client relationship management, communication, and presentation skills.
• Strong analytical and problem-solving abilities.
• High level of integrity, professionalism, and ethical conduct.
• Proficiency in financial planning software and investment platforms.

Operation

Division

Finance

Location

Closing Date

15-May-2025

Zain is the pioneer of mobile telecommunications in the Middle East. We began life in 1983 in Kuwait as the region’s first mobile operator, and since the initiation of our expansion strategy in 2003, we have expanded rapidly. Read more here:

The role of the Financial Planning & Reporting Specialist is to independently manage the financial planning, analysis and reporting within Zain Bahrain. Reporting directly to the Budgeting and Business Performance.

1. Manage and monitor the annual budget and quarterly reforecasts.
2. Enhance budgeting and forecasting techniques to maintain high standards of quality and accuracy.
3. Design and review monthly financial performance reporting packages, including budget, forecasts, actuals of the income statement, balance sheet, and cash flows, ensuring alignment with overall targets and operational plans.
4. Collaborate with cross-functional teams to gather relevant financial and operational data for analysis.
5. Conduct in-depth analysis to identify trends, patterns, and drivers of business performance, and provide actionable insights and recommendations.
6. Support the development of financial models and forecasts to evaluate business initiatives and assess their impact on financial performance.
7. Identify areas for process improvement and optimization to enhance the efficiency and effectiveness of business performance analysis and reporting.
8. Stay updated with industry trends, best practices, and emerging tools and technologies in business performance analysis and reporting.
9. Review Business Case Studies to support better decision-making aligned with the budget and strategic plan.
10. Perform any related tasks as required or assigned.

Bachelor degree in Finance, Accounting or related subjects

Professional certification such as CPA, CA, CMA, CFA etc. is a plus

3-5+ years of experience in financial planning and analysis.

Experience in Telecom Industry is preferred.

1. Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
2. Proficiency in financial modeling, forecasting, and variance analysis.
3. Excellent knowledge of key financial concepts, performance metrics, and reporting methodologies.
4. Advanced proficiency in data analysis tools (e.g., Excel, SQL) and experience with business intelligence and visualization tools (e.g., Tableau, Power BI).
5. Strong communication skills, with the ability to effectively present complex information to diverse audiences.
6. Detail-oriented with excellent organizational and time management skills.
7. Ability to work independently, prioritize tasks, and meet deadlines.

1. Business Acumen.
2. Situational awareness.
3. Accuracy.

If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):

Operation

Division

Finance

Location

Closing Date

27-Mar-2025

Zain is the pioneer of mobile telecommunications in the Middle East. We began life in 1983 in Kuwait as the region’s first mobile operator, and since the initiation of our expansion strategy in 2003, we have expanded rapidly. Read more here: Zain Overview

The role of the Financial Planning and Analysis Expert is to independently manage the financial planning and business performance analysis within Zain Bahrain. Reporting directly to the Budgeting and Business Performance Manager, the role combines elements of financial planning, budgeting, and performance analysis to drive strategic decision-making and ensure the company is moving toward achieving its goals. The role requires an expert who has experience within the telecom field.

1. Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a relevant field. CMA & FMVA preferred.
2. Experience: 8-10+ years of experience in financial planning, business performance analysis, financial analysis, or a similar role in Telecom.
3. Skills:
   • Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
   • Proficiency in financial modeling, forecasting, and variance analysis.
   • Excellent knowledge of key financial concepts, performance metrics, and reporting methodologies.
   • Advanced proficiency in data analysis tools (e.g., Excel, SQL) and experience with business intelligence and visualization tools (e.g., Tableau, Power BI).
   • Strong communication skills, with the ability to effectively present complex information to diverse audiences.
   • Detail-oriented with excellent organizational and time management skills.
   • Ability to work independently, prioritize tasks, and meet deadlines.

1. Collaborate with cross-functional teams to gather relevant financial and operational data for analysis.
2. Monitor and analyze key performance indicators (KPIs) related to revenue, cost of goods sold (COGS), profitability, and other financial metrics.
3. Conduct in-depth analysis to identify trends, patterns, and drivers of business performance, and provide actionable insights and recommendations.
4. Prepare and deliver regular performance reports, highlighting key findings and presenting them to senior management and stakeholders.
5. Develop financial models and forecasts to evaluate business initiatives and assess their impact on financial performance.
6. Identify areas for process improvement and optimization to enhance the efficiency and effectiveness of business performance analysis and reporting.
7. Stay updated with industry trends, best practices, and emerging tools and technologies in business performance analysis and reporting.
8. Manage and monitor the annual budget and quarterly reforecasts.
9. Enhance budgeting and forecasting techniques to maintain high standards of quality and accuracy.
10. Design and review monthly financial performance reporting packages, including budget, forecasts, actuals of the income statement, balance sheet, and cash flows, ensuring alignment with overall targets and operational plans.
11. Review Business Case Studies to support better decision-making aligned with the budget and strategic plan.
12. Perform any related tasks as required or assigned.

If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application you would need the following document(s):