1 Insurance Advisor jobs in Bahrain

Senior Financial Advisor

109 Riffa, Southern BHD85000 Annually WhatJobs

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Job Description

full-time
Our client, a leading financial services firm, is seeking an experienced and results-oriented Senior Financial Advisor to join their esteemed team in **Riffa, Southern, BH**. This senior role is crucial for developing and implementing strategic financial plans for a diverse clientele, including high-net-worth individuals and corporations. The ideal candidate will possess a deep understanding of investment strategies, wealth management, retirement planning, and estate planning. You will be responsible for building and maintaining strong client relationships, providing tailored advice, and ensuring client satisfaction and financial success.

Key Responsibilities:
  • 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.

Qualifications and Experience:
  • 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.

This is a challenging yet rewarding position offering a competitive salary, performance-based bonuses, and an attractive benefits package. Our client in **Riffa, Southern, BH** is committed to fostering a supportive and growth-oriented work environment. If you are a seasoned professional passionate about helping clients achieve their financial aspirations, we invite you to apply.
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