24 Investment Advice jobs in Bahrain

Join to apply for the Treasury Specialist - Wealth Management role at Standard Chartered

Join to apply for the Treasury Specialist - Wealth Management role at Standard Chartered

Job Summary

The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients’ desired investment objectives and increase bank’s share of wallet.

Job Summary

The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients’ desired investment objectives and increase bank’s share of wallet.

Key Responsibilities

• Responsible for meeting assigned targets and contribute to Capital Markets Product Solutions (CMPS )budgets on Structured Notes, Fixed Income, Forex (FX) and Equities related products.
• Proactive engagement with Relationship Managers (RMs) in marketing Capital Markets Product Solutions (CMPS) products and enhance business turnover and profitability.
• Strengthen retail clients’ customer base product penetration in the increasingly important Capital Markets Product Solutions (CMPS) product suite.
• Provide timely market updates and accurate product information to clients and stakeholders.
• Monitor market movements and provide regular and timely feedback to clients.
• Offer appropriate solutions within clients’ risk profile and investment objectives.
• Ensure prompt and accurate execution of clients’ orders through systems and/or market desks as may be applicable.
• Facilitate book-building of treasury products.
• Actively train Relationship Managers (RMs) in Capital Markets Product Solutions (CMPS) products and ensure systems are being effectively and efficiently utilised.
• Keep abreast of competitors’ tactical mapping, pricing, product offerings and market intelligence.
• Work on frontline and client campaigns and initiatives with segments and data insights to drive Capital Markets Product Solutions (CMPS) products and revenue.
• Ensure compliance with regulatory and internal policies as applicable.
• Project a high level of professionalism in all client engagements to uphold image of the Bank.
  
  

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Work in the Treasury Sales Specialist function to achieve the outcomes set out in the Bank’s Conduct Guidelines: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.)
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  
  

• Retail Clients’ Front-line Teams.
• Relationship Managers.
• Capital Markets Product Solutions (CMPS) Dealers
• Capital Markets Product Solutions (CMPS) Product Managers
• Operations
• Legal
• Segment Teams
• Wealth Management
• Branch Operations
  
  

• Embed Here for good and Group’s brand and values in UAE/Wealth Soutions; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
  
  

• Logical thinking and Computing Skills
• Communication Skills
• Product Knowledge –Bonds, Forex (FX), Equities, and Structured Notes
• Understanding of Financial Markets
  
  

• 5 to 10 years’ relevant working and sales experience in treasury sales covering Retail/Priority Banking segment.
• Strong aptitude for sales, business prospects management and deal closure.
• Extensive knowledge of financial markets products such as but not limited to Structured Products, Foreign Exchange, Fixed Income and Equities.
• Knowledge of operational, tax, regulatory issues.
• Excellent communication, sales and presentation skills.
• Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
• Ability to work without supervision.
  
  

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
  
  

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

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• Perform rigorous financial modeling and valuation of securities and companies.
• Analyze market trends, economic indicators, and geopolitical events to identify investment opportunities and risks.
• Develop and maintain investment research reports, presentations, and performance reviews.
• Conduct due diligence on potential investments and provide recommendations for portfolio allocation.
• Monitor and analyze existing investment portfolios, ensuring alignment with client objectives and risk tolerance.
• Collaborate with portfolio managers and client advisors to develop customized investment solutions.
• Stay abreast of industry regulations, best practices, and emerging financial technologies.
• Present investment recommendations and market insights to internal teams and clients.
• Contribute to the development of new investment products and strategies.
• Ensure compliance with all regulatory requirements and internal policies.

• Bachelor's or Master's degree in Finance, Economics, or a related quantitative field.
• Minimum of 6 years of experience in investment management, financial advisory, or wealth management.
• Proven expertise in developing and executing investment strategies.
• Strong analytical, quantitative, and risk management skills.
• Proficiency in investment analysis tools and financial modeling software.
• Excellent communication and client relationship management skills for remote interactions.
• Deep understanding of global financial markets and various asset classes.
• Relevant professional certifications (e.g., CFA, CFP) are highly desirable.
• Ability to work independently and manage time effectively in a remote environment.
• Knowledge of financial planning principles and regulatory requirements.

• Conduct comprehensive financial and economic research and analysis to identify investment opportunities across various asset classes (equities, fixed income, alternatives).
• Develop and maintain financial models to forecast company performance and value investments.
• Analyze market trends, economic indicators, and geopolitical events to inform investment strategies.
• Prepare detailed investment research reports, including company valuations, industry analysis, and risk assessments.
• Monitor and analyze the performance of existing investment portfolios, providing regular updates and performance reports.
• Develop and implement investment strategies tailored to client needs, risk profiles, and financial goals.
• Collaborate closely with relationship managers to understand client requirements and provide tailored investment advice.
• Construct and manage diversified investment portfolios, ensuring optimal asset allocation.
• Stay abreast of regulatory changes and compliance requirements in the financial services industry.
• Present investment recommendations and portfolio reviews to clients and internal committees.
• Utilize financial data terminals and analytical software (e.g., Bloomberg, Refinitiv Eikon) effectively.
• Contribute to the development of new investment products and services.
• Maintain a deep understanding of global financial markets and investment products.
• Uphold the highest ethical standards and client fiduciary duties.
• Mentor junior analysts and contribute to team development.

• Bachelor's degree in Finance, Economics, Accounting, or a related field. Master's degree or MBA preferred.
• 5+ years of experience in investment analysis, portfolio management, or financial advisory.
• Proven track record of successful investment recommendations and portfolio performance.
• Strong understanding of financial markets, investment instruments, and valuation methodologies.
• Proficiency in financial modeling, data analysis, and statistical techniques.
• Expertise in using financial data terminals like Bloomberg or Refinitiv Eikon.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly.
• Relevant professional certifications such as CFA (Chartered Financial Analyst) or equivalent are highly desirable.
• Knowledge of wealth management principles and client relationship management.
• Ability to work independently and collaboratively in a team environment.
• Detail-oriented with a strong commitment to accuracy.
• Understanding of regulatory compliance in the financial sector.

Job Summary

The incumbent is to achieve assigned revenue targets through sound provision of treasury solutions to Retail Banking Clients and/ or Relationship Managers in order to meet clients' desired investment objectives and increase bank's share of wallet.

Key Responsibilities

• Responsible for meeting assigned targets and contribute to Capital Markets Product Solutions (CMPS )budgets on Structured Notes, Fixed Income, Forex (FX) and Equities related products.
• Proactive engagement with Relationship Managers (RMs) in marketing Capital Markets Product Solutions (CMPS) products and enhance business turnover and profitability.
• Strengthen retail clients' customer base product penetration in the increasingly important Capital Markets Product Solutions (CMPS) product suite.
• Provide timely market updates and accurate product information to clients and stakeholders.
• Monitor market movements and provide regular and timely feedback to clients.
• Offer appropriate solutions within clients' risk profile and investment objectives.
• Ensure prompt and accurate execution of clients' orders through systems and/or market desks as may be applicable.
• Facilitate book-building of treasury products.
• Actively train Relationship Managers (RMs) in Capital Markets Product Solutions (CMPS) products and ensure systems are being effectively and efficiently utilised.
• Keep abreast of competitors' tactical mapping, pricing, product offerings and market intelligence.
• Work on frontline and client campaigns and initiatives with segments and data insights to drive Capital Markets Product Solutions (CMPS) products and revenue.
• Ensure compliance with regulatory and internal policies as applicable.
• Project a high level of professionalism in all client engagements to uphold image of the Bank.

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Work in the Treasury Sales Specialist function to achieve the outcomes set out in the Bank's Conduct Guidelines: (Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.)
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• Retail Clients' Front-line Teams.
• Relationship Managers.
• Capital Markets Product Solutions (CMPS) Dealers
• Capital Markets Product Solutions (CMPS) Product Managers
• Operations
• Legal
• Segment Teams
• Wealth Management
• Branch Operations

• Embed Here for good and Group's brand and values in UAE/Wealth Soutions; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

• Logical thinking and Computing Skills
• Communication Skills
• Product Knowledge -Bonds, Forex (FX), Equities, and Structured Notes
• Understanding of Financial Markets

• 5 to 10 years' relevant working and sales experience in treasury sales covering Retail/Priority Banking segment.
• Strong aptitude for sales, business prospects management and deal closure.
• Extensive knowledge of financial markets products such as but not limited to Structured Products, Foreign Exchange, Fixed Income and Equities.
• Knowledge of operational, tax, regulatory issues.
• Excellent communication, sales and presentation skills.
• Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
• Ability to work without supervision.

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Investment Associate – Multi-Asset / Liquid Strategies Non-disclosed Manama, Bahrain Apply now Posted 1 day ago In-Office Job Permanent Competitive

Type: Full-time

About the Role

We are seeking a hands-on Investment Associate to join our investment team. This role is focused on portfolio construction, investment execution, and monitoring across public markets, with selective exposure to private equity and real estate. The ideal candidate brings strong financial modeling skills, a deep understanding of liquid strategies, and experience supporting HNWIs or institutional clients. You’ll work closely with the investment and risk teams to execute, monitor, and enhance portfolio strategies across asset classes.

Key Responsibilities

• Build and manage multi-asset portfolios with a focus on liquid strategies (equities, bonds, ETFs).
• Monitor and rebalance portfolios in line with macroeconomic and market developments.
• Conduct manager and fund selection across public markets.
• Contribute to macroeconomic research and apply relative value analysis across asset classes.
• Collaborate with investment and advisory teams to align strategies with client mandates.

Investment Analysis & Execution

• Conduct research and modeling for liquid investments; support private transactions as needed.
• Execute trades and support the investment process across public market strategies.
• Analyze fund structures, performance, and risk metrics.
• Coordinate with the Risk Manager and Investment Committee on structuring and trade oversight.
• Review fund documentation and assist with execution logistics.

Monitoring & Reporting

• Track portfolio performance and risk exposures at the account and strategy level.
• Maintain reporting tools for portfolio holdings, asset allocation, and market performance.
• Prepare quarterly reviews, performance reports, and ad hoc investment updates.
• Coordinate with operations and back-office teams for trade settlements, NAV reviews, and compliance tracking.

Communication & Documentation

• Prepare investment committee materials, market commentary, and client-facing content.
• Share weekly portfolio or market updates with internal stakeholders.
• Support documentation for regulatory bodies (e.g., CMA) as required.

Collaboration & Relationship Management

• Engage with fund managers, brokers, and data providers in public markets.
• Collaborate with internal teams across risk, operations, and advisory functions.
• Participate in investment meetings and stay current with market trends and innovations.

Qualifications

• 7+ years of experience in multi-asset investing, discretionary portfolio management, or wealth management advisory.
• Demonstrated expertise across public and private markets, including equities, fixed income, ETFs, private equity, and real estate.
• Strong analytical skills with advanced proficiency in financial modeling and investment research.
• CFA designation strongly preferred.
• Experience working with HNWIs or institutional clients in an advisory or portfolio management capacity.
• Highly collaborative, client-focused, and research-driven.
• Excellent written and verbal communication skills.

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):