What Jobs are available for Financial Expert in Bahrain?

• Develop and implement personalized financial plans for clients, including investment, retirement, insurance, and estate planning.
• Conduct thorough reviews of clients' financial situations, risk tolerance, and objectives.
• Provide expert advice on investment products, market trends, and economic conditions.
• Build and maintain strong, long-term relationships with clients through regular communication and service.
• Identify opportunities for new business development and client acquisition.
• Ensure compliance with all regulatory requirements and company policies.
• Stay updated on financial market developments, tax laws, and economic trends.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide integrated solutions.
• Manage a portfolio of client accounts, ensuring optimal performance and client satisfaction.
• Prepare financial reports and performance summaries for clients.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5 years of experience in financial planning or wealth management.
• Relevant professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent are highly desirable.
• Strong knowledge of financial markets, investment products, insurance, and retirement planning strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Proven track record of successful client acquisition and retention.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to client best interests.
• Ability to analyze complex financial data and provide clear, actionable advice.

• Conduct thorough research and analysis of financial markets and investment opportunities.
• Develop sophisticated financial models for valuation, forecasting, and scenario analysis.
• Evaluate investment proposals, assess risks, and recommend strategies.
• Monitor and report on the performance of investment portfolios.
• Prepare detailed investment reports, presentations, and market commentary.
• Collaborate with portfolio managers and senior management on investment strategy.
• Stay current with economic developments, industry trends, and regulatory changes.
• Perform due diligence on potential investments and counterparties.
• Contribute to the continuous improvement of analytical processes and tools.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a similar finance role.
• Proven expertise in financial modeling, valuation techniques, and statistical analysis.
• Strong understanding of capital markets, fixed income, equities, and alternative investments.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Strong problem-solving abilities and attention to detail.
• CFA designation or progress towards it is highly preferred.

About Coefficient Alliances & Ventures (Coefftalent)

Coefficient Alliances & Ventures is not just another talent sourcing firm. We are a boutique talent advisory with deep roots in management consulting and financial services across the Middle East and India. Our team brings a consultative approach to hiring, focusing on precision, speed, and contextual understanding of client needs.

We specialize in high impact hiring across Executive Search, Professional Search, Contract Staffing, and Talent Consulting, enabling our clients to build strategic, scalable teams.

About the Role

Our client, a
leading bank in Bahrain
, is strengthening its Wealth Management division and is seeking a
Head of Wealth Management
to
lead and oversee the strategic direction, growth, and operational excellence of the wealth management division. This role focuses on delivering tailored financial solutions to high-net-worth individuals and institutional clients, ensuring superior client service, regulatory compliance, and sustainable profitability.

The incumbent will be responsible for driving innovation in investment advisory, portfolio management, and relationship development, while fostering a high-performance culture across advisory teams.

This is a
full-time, on-site role based in Bahrain
, offering the opportunity to collaborate closely with senior stakeholders and spearhead the delivery of strategic, high-impact investment solutions for affluent and institutional clients.

Please note: This role is open only to Bahraini Nationals or Expatriate candidates currently residing in Bahrain and possessing the relevant experience.

Key Responsibilities:

• Define and execute the overall strategy for the wealth management division, aligning with the organization's long-term goals and market positioning.
• Oversee the function of the Advisory business, helping shape the offerings and strengthen the coverage with high-net-worth individuals, family offices, and institutional clients, ensuring exceptional service and client retention.
• Oversee the design and enhancement of investment products, financial planning services, and advisory solutions tailored to client needs and market trends.
• Lead, mentor, and develop a high-performing team of relationship managers, financial advisors, and support staff to achieve business objectives.
• Drive revenue generation through effective sales strategies, client acquisition, and cross-selling of financial products, while managing cost efficiency.

Qualifications:

• Bachelor's degree or equivalent qualification.
• 10–15 years of experience in wealth management, private banking, or investment advisory, with at least 10 years in a leadership capacity.
• Proven track record in launching a diverse range of wealth products, preferably within Islamic banking.
• Demonstrated experience in establishing wealth management systems and developing digital wealth solutions.
• Background in banking or financial services institutions.
• FAP certification is an advantage.

• Prepare and analyze monthly, quarterly, and annual financial statements.
• Maintain the general ledger and ensure accuracy of financial records.
• Perform account reconciliations and resolve discrepancies.
• Ensure compliance with relevant accounting standards and regulations.
• Manage accounts payable and accounts receivable processes.
• Assist with budgeting, forecasting, and financial planning.
• Collaborate with internal and external auditors.
• Develop and implement accounting policies and procedures.
• Analyze financial data to provide insights and recommendations.
• Stay updated on changes in accounting regulations and best practices.

• Rotations through various departments within the finance division, including financial planning and analysis, investment research, and corporate finance.
• Exposure to real-world financial projects and tasks under the guidance of experienced mentors.
• Learning to conduct financial analysis, including data gathering, modeling, and interpretation of financial statements.
• Assisting in the preparation of financial reports, presentations, and market research summaries.
• Developing a strong understanding of financial principles, market dynamics, and regulatory frameworks.
• Participating in team meetings and contributing to strategic discussions.
• Gaining practical skills in financial software and analytical tools.
• Receiving mentorship and professional development support throughout the program.
• Understanding the importance of compliance and ethical conduct in the financial industry.
• Opportunity to contribute to significant projects and demonstrate potential for future roles within the company.

• A recent Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related quantitative field.
• A strong academic record and demonstrated interest in financial markets and analysis.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel is essential; knowledge of other financial software or programming languages (e.g., Python, SQL) is a plus.
• Strong written and verbal communication skills.
• A proactive attitude, a keen willingness to learn, and the ability to work effectively in a team.
• High level of integrity and attention to detail.
• Candidates should be eager to develop a long-term career in the financial sector.

• Conduct detailed financial analysis, including variance analysis, trend analysis, and forecasting.
• Prepare and review monthly, quarterly, and annual financial statements and reports in compliance with GAAP.
• Develop and maintain financial models to support business decision-making and strategic initiatives.
• Collaborate with various departments to gather financial data and provide insights on performance.
• Assist in the budgeting and forecasting processes.
• Identify opportunities for cost savings and revenue enhancement.
• Ensure accuracy and integrity of financial data through rigorous internal controls.
• Stay abreast of changes in accounting standards and regulations.
• Support internal and external audits.
• Contribute to the continuous improvement of accounting processes and systems.

• Bachelor's degree in Accounting or Finance.
• Active CPA license is required.
• Minimum of 5 years of progressive experience in accounting or financial analysis, preferably within a corporate environment.
• Strong knowledge of accounting principles (GAAP).
• Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and advanced Excel skills.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Effective communication and interpersonal skills, with the ability to present financial information clearly.
• Experience with financial modeling and forecasting tools.
• Ability to manage multiple projects and meet deadlines in a dynamic environment.
• Experience in financial services industry is a plus.

• Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
• Develop and maintain comprehensive financial models to support business planning, performance analysis, and scenario planning.
• Analyze monthly financial results, identify key drivers of performance, and prepare variance analyses.
• Provide financial insights and recommendations to senior management to support strategic decision-making.
• Prepare regular financial reports, dashboards, and presentations for stakeholders.
• Monitor key financial metrics and KPIs, highlighting trends and potential risks or opportunities.
• Collaborate with accounting teams to ensure accurate financial data for reporting and analysis.
• Support strategic initiatives by performing financial modeling, valuation, and feasibility studies.
• Continuously improve FP&A processes, tools, and methodologies.
• Assist in the preparation of board materials and investor relations reports.
• Mentor and develop junior members of the finance team.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of experience in financial planning and analysis, corporate finance, or a related field.
• Proven experience in financial modeling, budgeting, forecasting, and variance analysis.
• Strong understanding of financial statements and accounting principles.
• Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and advanced Microsoft Excel skills.
• Excellent analytical, problem-solving, and critical-thinking abilities.
• Strong communication and presentation skills, with the ability to articulate complex financial information clearly.
• Ability to work independently and collaboratively in a remote team environment.
• Experience in managing projects and deadlines effectively.
• A professional certification such as CPA, CMA, or CFA is a plus.

• Leading the annual budgeting and quarterly forecasting processes.
• Developing sophisticated financial models to support strategic initiatives and decision-making.
• Performing in-depth variance analysis and identifying key performance drivers.
• Preparing executive-level financial reports and presentations.
• Providing financial guidance and support to business unit leaders.
• Identifying opportunities for cost savings and revenue enhancement.
• Overseeing financial reporting and compliance activities.
• Mentoring and developing the FP&A team.
• Evaluating new business opportunities and investment proposals.
• Staying abreast of market trends and their impact on financial performance.