9 Insurance Advisor jobs in Bahrain
Financial Advisor
67890 Tubli, Central
BHD75000 annum + com
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Job Description
Our client is seeking a qualified and client-focused Financial Advisor to join our esteemed banking and finance division. This role, based in Janabiyah, Northern, BH , offers a hybrid working model and involves providing comprehensive financial planning and investment advice to clients. You will be responsible for assessing clients' financial needs, goals, and risk tolerance, and then developing personalized financial strategies. This includes advising on investments, retirement planning, insurance, and estate planning. Building and maintaining strong client relationships through regular communication and exceptional service is paramount.
The ideal candidate will have a strong understanding of financial markets, investment products, and financial planning principles. Excellent communication, interpersonal, and sales skills are essential for client acquisition and retention. You must be adept at explaining complex financial concepts in a clear and understandable manner. Holding relevant financial certifications such as CFA, CFP, or equivalent is highly desirable. A proven track record of meeting sales targets and managing a client portfolio is required. You will work collaboratively with other departments within the bank to offer integrated financial solutions. This is a challenging yet rewarding opportunity for a professional looking to excel in the financial advisory sector, helping clients achieve their financial objectives. Your ability to build trust and provide sound, ethical advice will be key to your success. We foster a collaborative environment where continuous learning and professional development are encouraged.
Responsibilities:
The ideal candidate will have a strong understanding of financial markets, investment products, and financial planning principles. Excellent communication, interpersonal, and sales skills are essential for client acquisition and retention. You must be adept at explaining complex financial concepts in a clear and understandable manner. Holding relevant financial certifications such as CFA, CFP, or equivalent is highly desirable. A proven track record of meeting sales targets and managing a client portfolio is required. You will work collaboratively with other departments within the bank to offer integrated financial solutions. This is a challenging yet rewarding opportunity for a professional looking to excel in the financial advisory sector, helping clients achieve their financial objectives. Your ability to build trust and provide sound, ethical advice will be key to your success. We foster a collaborative environment where continuous learning and professional development are encouraged.
Responsibilities:
- Assess clients' financial situations, needs, and goals.
- Develop and present personalized financial plans and investment strategies.
- Advise clients on investment opportunities, retirement planning, and insurance.
- Build and maintain strong, long-term relationships with clients.
- Monitor clients' portfolios and make recommendations for adjustments.
- Stay up-to-date with financial markets, products, and regulatory changes.
- Ensure compliance with all relevant financial regulations and company policies.
- Achieve sales targets and business development goals.
- Provide exceptional client service and support.
- Collaborate with internal teams to offer comprehensive financial solutions.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Proven experience as a Financial Advisor or in a similar client-facing financial role.
- Strong knowledge of financial planning, investment products, and markets.
- Excellent communication, presentation, and interpersonal skills.
- Sales-oriented with a proven ability to meet targets.
- Relevant financial certifications (e.g., CFA, CFP) are a plus.
- Understanding of financial regulations and compliance requirements.
- Ability to build rapport and trust with clients.
- Proficiency in financial planning software.
- Adaptability and willingness to learn in a dynamic industry.
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0
Financial Advisor
701 Riffa, Southern
BHD60000 annum + com
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Our client is looking for a dedicated and client-focused Financial Advisor to join their thriving practice in Riffa, Southern, BH . This role involves providing comprehensive financial planning and investment management services to a diverse client base. The successful candidate will build and maintain strong client relationships, understand their financial goals, and develop personalized strategies to achieve them. You will be responsible for offering advice on investments, retirement planning, insurance, and estate planning.
Key responsibilities include prospecting for new clients, conducting thorough financial needs analyses, and recommending suitable financial products and solutions. You will stay abreast of market trends, economic developments, and regulatory changes to provide the most accurate and timely advice. A Bachelor's degree in Finance, Economics, Business, or a related field is required. Relevant professional certifications such as CFP (Certified Financial Planner) or equivalent are highly desirable. Prior experience in financial planning or wealth management is essential, with a proven track record of client acquisition and retention.
Excellent communication, interpersonal, and presentation skills are crucial for engaging with clients and explaining complex financial concepts in a clear and concise manner. You must be highly motivated, self-disciplined, and possess strong ethical standards. The ability to analyze financial data, create tailored investment portfolios, and manage risk effectively is vital. This position offers a competitive compensation package including a base salary and performance-based commissions, along with opportunities for professional development and career advancement. If you are passionate about helping individuals and families secure their financial future, we encourage you to apply.
Key responsibilities include prospecting for new clients, conducting thorough financial needs analyses, and recommending suitable financial products and solutions. You will stay abreast of market trends, economic developments, and regulatory changes to provide the most accurate and timely advice. A Bachelor's degree in Finance, Economics, Business, or a related field is required. Relevant professional certifications such as CFP (Certified Financial Planner) or equivalent are highly desirable. Prior experience in financial planning or wealth management is essential, with a proven track record of client acquisition and retention.
Excellent communication, interpersonal, and presentation skills are crucial for engaging with clients and explaining complex financial concepts in a clear and concise manner. You must be highly motivated, self-disciplined, and possess strong ethical standards. The ability to analyze financial data, create tailored investment portfolios, and manage risk effectively is vital. This position offers a competitive compensation package including a base salary and performance-based commissions, along with opportunities for professional development and career advancement. If you are passionate about helping individuals and families secure their financial future, we encourage you to apply.
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1
Senior Financial Advisor
567 Bilad Al Qadeem, Capital
BHD75000 Annually
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Our client is seeking a highly experienced and client-focused Senior Financial Advisor to provide expert financial planning and investment guidance to individuals and families in **Salmabad, Northern, BH**. This role involves building and managing client relationships, developing personalized financial strategies, and ensuring clients achieve their long-term financial goals. The Senior Financial Advisor will be responsible for assessing client needs, recommending suitable investment products, and providing ongoing advice on wealth management, retirement planning, and estate planning.
The ideal candidate will possess a strong track record in financial advisory services, with in-depth knowledge of financial markets, investment vehicles, and regulatory requirements. Excellent communication, interpersonal, and sales skills are essential for attracting and retaining clients. You should be proficient in financial planning software and possess strong analytical and problem-solving abilities. A commitment to ethical conduct and a fiduciary responsibility to clients are paramount. This role requires a proactive approach to business development and a dedication to providing exceptional client service.
This hybrid role allows for flexibility, with opportunities to meet with clients at our client's offices in **Salmabad, Northern, BH**, as well as managing client interactions and administrative tasks remotely. You will be instrumental in guiding clients towards financial security and prosperity. We are looking for a seasoned professional who can offer expert advice and build lasting relationships based on trust and performance. If you are a motivated financial professional looking to make a significant impact on clients' financial well-being, we encourage you to apply.
Responsibilities:
The ideal candidate will possess a strong track record in financial advisory services, with in-depth knowledge of financial markets, investment vehicles, and regulatory requirements. Excellent communication, interpersonal, and sales skills are essential for attracting and retaining clients. You should be proficient in financial planning software and possess strong analytical and problem-solving abilities. A commitment to ethical conduct and a fiduciary responsibility to clients are paramount. This role requires a proactive approach to business development and a dedication to providing exceptional client service.
This hybrid role allows for flexibility, with opportunities to meet with clients at our client's offices in **Salmabad, Northern, BH**, as well as managing client interactions and administrative tasks remotely. You will be instrumental in guiding clients towards financial security and prosperity. We are looking for a seasoned professional who can offer expert advice and build lasting relationships based on trust and performance. If you are a motivated financial professional looking to make a significant impact on clients' financial well-being, we encourage you to apply.
Responsibilities:
- Develop and implement comprehensive financial plans for clients.
- Provide expert advice on investment strategies, retirement planning, and wealth management.
- Conduct thorough risk assessments and recommend suitable investment products.
- Build and maintain strong relationships with a portfolio of clients.
- Stay updated on market trends, economic conditions, and financial regulations.
- Ensure compliance with all industry regulations and company policies.
- Identify opportunities for cross-selling financial products and services.
- Analyze client financial data and provide personalized recommendations.
- Prepare financial reports and conduct regular client reviews.
- Network and develop new client relationships through various channels.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Relevant professional certifications (e.g., CFP, CFA) are highly preferred.
- Minimum of 5 years of experience as a Financial Advisor or in a similar role.
- Proven track record of successful client relationship management and sales.
- Strong knowledge of financial markets, investment products, and financial planning techniques.
- Proficiency in financial planning software and CRM systems.
- Excellent communication, negotiation, and client service skills.
- Ability to work effectively in a hybrid environment.
This advertiser has chosen not to accept applicants from your region.
2
Senior Financial Advisor
6002 Bilad Al Qadeem, Capital
BHD85000 annum (plus
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Our client, a leading financial services firm, is seeking a highly accomplished Senior Financial Advisor to join their expanding remote team. This role is ideal for a motivated professional passionate about helping clients achieve their financial goals through personalized investment and wealth management strategies. You will be responsible for building and managing a portfolio of clients, providing expert financial planning advice, and executing investment strategies. Key responsibilities include conducting thorough financial needs analyses, developing customized financial plans covering retirement planning, estate planning, and risk management, and monitoring investment performance. The ideal candidate will possess a deep understanding of financial markets, investment products, and regulatory requirements. Strong analytical, communication, and interpersonal skills are crucial for building trust and rapport with clients. You must be client-centric, results-oriented, and possess excellent sales and relationship management abilities. This position requires a proactive approach to client acquisition and retention, and the ability to work independently and manage your workload effectively in a remote setting.
We require candidates to have a bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly preferred. A minimum of 5-7 years of experience in financial advising, wealth management, or a similar client-facing financial role is mandatory. Proven success in client acquisition and managing a book of business is essential. You should have a strong understanding of investment strategies, risk management, and financial planning software. This is a fully remote position, offering significant flexibility and the opportunity to serve clients nationwide. Join our client to leverage your expertise, build lasting client relationships, and contribute to significant financial planning initiatives.
We require candidates to have a bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly preferred. A minimum of 5-7 years of experience in financial advising, wealth management, or a similar client-facing financial role is mandatory. Proven success in client acquisition and managing a book of business is essential. You should have a strong understanding of investment strategies, risk management, and financial planning software. This is a fully remote position, offering significant flexibility and the opportunity to serve clients nationwide. Join our client to leverage your expertise, build lasting client relationships, and contribute to significant financial planning initiatives.
This advertiser has chosen not to accept applicants from your region.
3
Senior Financial Advisor
00705 Bilad Al Qadeem, Capital
BHD90000 annum + com
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A well-established and client-centric financial services firm, operating in Sitra, Capital, BH , is seeking a highly qualified and experienced Senior Financial Advisor. This role is designed for a dedicated professional committed to providing exceptional wealth management and financial planning services to a sophisticated clientele. The ideal candidate will possess deep financial acumen, a proven ability to build long-term client relationships, and a passion for helping individuals achieve their financial goals.
Responsibilities include conducting comprehensive financial planning analysis for clients, developing personalized investment strategies, and managing investment portfolios. You will be responsible for advising clients on retirement planning, estate planning, insurance needs, and tax optimization strategies. Building and nurturing a robust client base through proactive networking and referrals is a key aspect of this role.
Key duties involve meeting with clients to understand their financial objectives, risk tolerance, and life circumstances. The Senior Financial Advisor will create tailored financial plans, recommend suitable investment products and services, and monitor portfolio performance, making adjustments as needed. Educating clients about financial markets and investment opportunities, and ensuring compliance with all regulatory requirements and company policies are also critical responsibilities. Providing exceptional ongoing client service and support to foster loyalty and satisfaction is paramount.
Candidates must possess a Bachelor's degree in Finance, Economics, Business, or a related field. Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar designations are strongly preferred. A minimum of 7 years of experience in financial planning and wealth management is required, with a demonstrated track record of success in client acquisition and retention. Strong analytical, problem-solving, and communication skills are essential, along with excellent sales and client relationship management abilities. A deep understanding of financial markets, investment vehicles, and regulatory compliance is mandatory. This role requires integrity, discretion, and a commitment to acting in the best interest of the client.
Responsibilities include conducting comprehensive financial planning analysis for clients, developing personalized investment strategies, and managing investment portfolios. You will be responsible for advising clients on retirement planning, estate planning, insurance needs, and tax optimization strategies. Building and nurturing a robust client base through proactive networking and referrals is a key aspect of this role.
Key duties involve meeting with clients to understand their financial objectives, risk tolerance, and life circumstances. The Senior Financial Advisor will create tailored financial plans, recommend suitable investment products and services, and monitor portfolio performance, making adjustments as needed. Educating clients about financial markets and investment opportunities, and ensuring compliance with all regulatory requirements and company policies are also critical responsibilities. Providing exceptional ongoing client service and support to foster loyalty and satisfaction is paramount.
Candidates must possess a Bachelor's degree in Finance, Economics, Business, or a related field. Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar designations are strongly preferred. A minimum of 7 years of experience in financial planning and wealth management is required, with a demonstrated track record of success in client acquisition and retention. Strong analytical, problem-solving, and communication skills are essential, along with excellent sales and client relationship management abilities. A deep understanding of financial markets, investment vehicles, and regulatory compliance is mandatory. This role requires integrity, discretion, and a commitment to acting in the best interest of the client.
This advertiser has chosen not to accept applicants from your region.
4
Senior Financial Advisor
1015 Al Hidd
BHD85000 Annually
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Job Description
Our client, a well-established financial services firm, is seeking a highly qualified and client-focused Senior Financial Advisor to join their team in Budaiya, Northern, BH . This role is dedicated to providing comprehensive financial planning and investment management services to a diverse clientele. The ideal candidate will possess extensive knowledge of financial markets, investment strategies, retirement planning, estate planning, and risk management. Responsibilities include conducting thorough client needs analysis, developing personalized financial plans, recommending suitable investment products and strategies, and monitoring portfolio performance. You will build and maintain strong, long-term relationships with clients, offering expert advice and guidance to help them achieve their financial objectives. Key duties involve staying current with market trends, regulatory changes, and new financial products; conducting client reviews and updating financial plans as needed; and ensuring compliance with all relevant financial regulations and ethical standards. A Bachelor's degree in Finance, Economics, Business, or a related field is required; a Master's degree or CFP certification is highly desirable. Relevant professional certifications such as Series 7, Series 65/66 (or equivalent), and a minimum of 5 years of experience as a Financial Advisor are mandatory. Excellent communication, interpersonal, and sales skills are crucial for client acquisition and retention. The ability to analyze complex financial data, develop creative solutions, and explain financial concepts clearly and concisely is essential. This position requires a results-oriented individual with a strong work ethic and a commitment to client success. Join our client's reputable firm in Budaiya, Northern, BH and play a vital role in empowering clients to secure their financial futures.
This advertiser has chosen not to accept applicants from your region.
5
Financial Expert/Advisor/CFO
V Marine
Posted today
Job Viewed
Job Description
We are seeking an experienced Financial Advisor, CFO, or Finance Consultant to join our executive team. The ideal candidate will be responsible for financial forecasting, budget planning, investor reporting, and supporting financial decision-making across multiple high-value projects.
Key Responsibilities:- Lead financial planning, forecasting, and budgeting processes
- Prepare financial reports and dashboards for internal and external stakeholders
- Evaluate investment opportunities and support capital structuring
- Monitor cash flow, profitability, and cost optimization
- Support pricing models and financial modeling for new products/projects
- Liaise with external auditors, banks, and investors
- Advise on long-term financial strategy aligned with business goals
- Bachelor’s degree in Finance, Accounting, or Economics (MBA or CPA preferred)
- Minimum 5 years of experience in senior financial roles (e.g., CFO, Finance Director, Senior Advisor)
- Strong expertise in financial modeling, forecasting, and strategic planning
- Familiarity with project-based businesses in construction, real estate, or marine industry is a plus
- Proficiency in Excel, budgeting software, and financial reporting tools
- Strong analytical and leadership skills
- Excellent communication and stakeholder management abilities
- Opportunity to shape financial strategy in a fast-growing marine innovation company
- Collaborative team environment with visionary leadership
- Competitive compensation based on experience and role type
How to Apply:
If you meet the above criteria and are interested in this opportunity,please submit your application via the following link. The form will require you to upload your Video CV as part of the submission, where you will introduce yourself, explain how your experience aligns with the role, and mention your current and expected compensation package.:
Upload CV/Resume * Allowed Type(s): .pdf, .doc, .docx
By using this form you agree with the storage and handling of your data by this website. *
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This advertiser has chosen not to accept applicants from your region.
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6
Financial Expert/Advisor/CFO
V Marine
Posted 6 days ago
Job Viewed
Job Description
Job Category: Financial
Job Type: Full Time
Job Location: Bahrain
We are seeking an experienced Financial Advisor, CFO, or Finance Consultant to join our executive team. The ideal candidate will be responsible for financial forecasting, budget planning, investor reporting, and supporting financial decision-making across multiple high-value projects.
Key Responsibilities
- Lead financial planning, forecasting, and budgeting processes
- Prepare financial reports and dashboards for internal and external stakeholders
- Evaluate investment opportunities and support capital structuring
- Monitor cash flow, profitability, and cost optimization
- Support pricing models and financial modeling for new products/projects
- Liaise with external auditors, banks, and investors
- Advise on long-term financial strategy aligned with business goals
- Bachelor’s degree in Finance, Accounting, or Economics (MBA or CPA preferred)
- Minimum 5 years of experience in senior financial roles (e.g., CFO, Finance Director, Senior Advisor)
- Strong expertise in financial modeling, forecasting, and strategic planning
- Familiarity with project-based businesses in construction, real estate, or marine industry is a plus
- Proficiency in Excel, budgeting software, and financial reporting tools
- Strong analytical and leadership skills
- Excellent communication and stakeholder management abilities
- Opportunity to shape financial strategy in a fast-growing marine innovation company
- Collaborative team environment with visionary leadership
- Competitive compensation based on experience and role type
If you meet the above criteria and are interested in this opportunity, please submit your application via the following link. The form will require you to upload your Video CV as part of the submission, where you will introduce yourself, explain how your experience aligns with the role, and mention your current and expected compensation package.:
you have completed the form, please confirm your submission by sending a quick email to #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
7
Insurance Sales Representative
00781 Tubli, Central
BHD50000 Annually
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Posted 4 days ago
Job Viewed
Job Description
Our client, a prominent insurance provider, is seeking a motivated and results-driven Insurance Sales Representative to join their expanding agency in Janabiyah, Northern, BH . This role offers an exciting opportunity to build a successful career in sales, helping clients protect their assets and loved ones through comprehensive insurance solutions. The Insurance Sales Representative will be responsible for prospecting potential clients, identifying their insurance needs, and recommending suitable products. You will build strong relationships with clients, providing excellent service and support throughout the sales process and beyond.
Key responsibilities include:
We require candidates with a High School Diploma or equivalent; a Bachelor's degree is preferred. Previous sales experience, particularly in the insurance industry, is highly advantageous. Excellent communication, negotiation, and interpersonal skills are essential. A strong drive to succeed, resilience, and a customer-centric approach are crucial. The ability to work independently and as part of a team is important. Licensing requirements for selling insurance will need to be met. Join a supportive environment and embark on a rewarding sales career.
Key responsibilities include:
- Proactively prospecting and identifying potential clients through various channels.
- Conducting needs analysis with prospective clients to understand their insurance requirements.
- Presenting and explaining insurance policies, coverage options, and benefits.
- Developing customized insurance proposals and quotes.
- Building and maintaining strong client relationships through regular communication and exceptional service.
- Processing applications, ensuring accuracy and completeness of information.
- Following up with clients to ensure satisfaction and identify opportunities for additional coverage.
- Meeting and exceeding sales targets and performance goals.
- Staying updated on product knowledge, industry trends, and regulatory changes.
- Collaborating with team members to share best practices and achieve collective success.
We require candidates with a High School Diploma or equivalent; a Bachelor's degree is preferred. Previous sales experience, particularly in the insurance industry, is highly advantageous. Excellent communication, negotiation, and interpersonal skills are essential. A strong drive to succeed, resilience, and a customer-centric approach are crucial. The ability to work independently and as part of a team is important. Licensing requirements for selling insurance will need to be met. Join a supportive environment and embark on a rewarding sales career.
This advertiser has chosen not to accept applicants from your region.
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