23 Private Banking jobs in Bahrain
Senior Private Banking Relationship Manager
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Key responsibilities include actively prospecting for new HNW clients and developing strategies to attract and onboard them. You will conduct in-depth financial needs analyses and develop personalized investment strategies, wealth planning, and estate planning recommendations. The Senior Private Banking Relationship Manager will manage a portfolio of clients, ensuring proactive engagement and regular portfolio reviews. This involves staying abreast of market trends, economic conditions, and investment opportunities to provide informed advice. You will coordinate with internal specialists, such as investment advisors, trust officers, and tax experts, to deliver integrated financial solutions. The role requires meticulous attention to detail in managing client accounts, ensuring compliance with regulatory requirements and internal policies. You will be responsible for meeting and exceeding established sales and service targets for your client portfolio. Client satisfaction and retention are paramount. The successful candidate will be a trusted advisor, demonstrating integrity, discretion, and a commitment to client success.
**Qualifications:**
- Bachelor's degree in Finance, Business Administration, Economics, or a related field. Relevant professional certifications (e.g., CFP, CFA) are highly advantageous.
- Minimum of 7 years of experience in private banking, wealth management, or a similar client-facing financial advisory role.
- Proven ability to build and manage a successful portfolio of HNW clients.
- In-depth knowledge of investment products, financial planning, estate planning, and risk management.
- Excellent sales, negotiation, and relationship management skills.
- Strong understanding of regulatory requirements and compliance in the financial services industry.
- Exceptional communication, presentation, and interpersonal skills.
- Ability to work independently and as part of a collaborative team.
- High level of ethical conduct and discretion.
- Fluency in English; proficiency in Arabic is a significant asset.
Head of Private Banking - Wealth Management
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Client Relationship Manager
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Key Responsibilities:
- Serve as the primary point of contact for a portfolio of assigned clients.
- Build and maintain strong, long-lasting relationships with clients based on trust and mutual understanding.
- Understand client objectives and proactively identify ways to help them achieve success with our client's products/services.
- Regularly communicate with clients to provide updates, gather feedback, and address any concerns.
- Monitor client account health and identify potential risks or churn indicators.
- Collaborate with internal teams (sales, support, product) to ensure seamless client experience.
- Identify opportunities for account growth and present relevant solutions to clients.
- Resolve client issues efficiently and effectively, escalating when necessary.
- Conduct client review meetings and provide performance reports.
- Contribute to client retention and overall client satisfaction.
Qualifications:
- Bachelor's degree in Business, Marketing, Communications, or a related field.
- Minimum of 3 years of experience in account management, client relations, or a customer-facing role.
- Exceptional interpersonal and communication skills, both written and verbal.
- Proven ability to build and maintain strong client relationships.
- Strong problem-solving and negotiation skills.
- Familiarity with CRM software.
- Ability to manage multiple client accounts simultaneously.
- A proactive and results-oriented mindset.
- Excellent organizational and time management skills.
- A team player with a positive attitude.
Relationship Manager-Branch banking
Posted 10 days ago
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Bahraini Nationals
The role holder is responsible for delivering the assigned sales target and support the branch over all in achieving the assigned growth target through sales to new and existing customers by ensuring current customers have the right products and services. The role holder is also responsible to identifying new markets and customer leads and pitching prospective customers. The role holder performs duties including but not limited to monitoring competition, maintaining good customer relations, and pursuing new sales opportunities.
Moreover, the job holder is responsible to ensure all controls and compliance are in place.
Responsibilities
- Source and develop new clients by applying disciplined sales process and demonstrating comprehensive knowledge of product range. Enhance exiting Branch Banking relationships and provide professional quality customer service.
- Meet with clients, analyze their needs, provide advice and sell relevant products or services as appropriate.
- Deliver the assigned target through new and existing to bank customer.
- Communicates and meets with clients / prospects on a pro-active basis and responds to their inquiries and requests in a timely and accurate manner to ensure high level of customer service.
- Assists in maintaining effective relationships with new and existing clients to repeat business opportunities, referrals and lead generation for target completion of the Branch.
- Drafts sales reports to be submitted to the Branch Manager and receives feedback from Lead - Sales Growth to be incorporated prior submitting to Branch Manager.
- Communicates with the existing customers to notify them on the current promotions and offers, which will enhance the sales of the assigned branch.
- Approaches existing and new customers in and out of branch to achieve individual and branch sales target.
- Conducts cold calling, telephonic and field visits to existing and new customers for business conversion.
- Identifies and understands the needs of the customers and provides necessary advice on financial solutions based on their needs.
- Provides assistance and support to new and existing staffs in cross selling techniques-based products, within and outside the branch.
- Documents and maintains all records of sales activities and provides updates as per requirement.
- Ensures completeness and compliance of all documentation for new and existing customers to protect company and client interests.
- Stays on top of the business operating environment with respect to market trends, interest rates, asset and liabilities positions, trade volume, credit facilities etc. on an ongoing basis and submits the findings to the Lead - Sales Growth.
- Follows up with customers to obtain all expired or missing documents or unmet conditions.
QUALIFICATIONS, EXPERIENCE AND SKILLS
- Bachelor's degree in Business Administration, Management, Banking or any related discipline is mandatory
- 3- 5 Years of experience-Minimum 3 years of experience in a Bank in Sales
- Strong knowledge of SME market in Bahrain.
Strong knowledge of Central Bank of Bahrain rules and regulations.
Strong knowledge of all Banking products and services. - Fluency in English and Arabic
Commercial Bank Relationship Manager
Posted today
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Commercial Banking Relationship Manager
Posted today
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Primary Responsibilities:
- Develop and execute strategies to acquire new commercial clients and deepen relationships with existing ones.
- Manage a portfolio of commercial clients, understanding their business needs and providing appropriate financial solutions, including loans, lines of credit, treasury management, and other banking services.
- Conduct thorough credit analysis and underwriting for commercial loan applications, ensuring compliance with bank policies and regulatory requirements.
- Prepare loan proposals, present credit requests to loan committees, and monitor loan performance.
- Act as the primary point of contact for clients, providing proactive service and resolving issues promptly.
- Identify cross-selling opportunities for other bank products and services to meet client needs.
- Stay informed about industry trends, competitive landscape, and economic conditions affecting the commercial market.
- Collaborate with internal partners, including credit analysts, loan operations, and product specialists, to deliver seamless client experiences.
- Meet or exceed established goals for loan growth, deposit growth, and fee income.
- Ensure compliance with all applicable banking regulations, laws, and internal policies.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field. MBA or equivalent advanced degree is a plus.
- Minimum of 5-7 years of experience in commercial banking, corporate banking, or business development roles, with a proven track record in lending and relationship management.
- Strong understanding of commercial lending principles, credit analysis, risk assessment, and financial statement analysis.
- Demonstrated ability to build and maintain strong client relationships.
- Excellent sales, negotiation, and communication skills.
- Knowledge of treasury management, cash management, and international trade finance is highly desirable.
- Proficiency in CRM software and core banking systems.
- Familiarity with the local market and business community is essential.
- Ability to work effectively in a team-oriented environment and manage a demanding workload.
- Commitment to upholding the highest ethical standards and regulatory compliance.
Commercial Banking Relationship Manager
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Key Responsibilities:
- Proactively identify and pursue new business opportunities within the commercial sector to expand the bank's client base.
- Build and maintain strong, trusted relationships with existing and prospective commercial clients, understanding their business operations and financial requirements.
- Analyze financial statements, creditworthiness, and market conditions to assess risk and structure appropriate lending solutions.
- Originate and manage a diverse portfolio of commercial loans, credit facilities, and other banking products.
- Provide expert advice and solutions related to cash management, trade finance, treasury services, and investment products.
- Conduct regular client reviews to ensure ongoing satisfaction and identify opportunities for cross-selling additional bank services.
- Collaborate with internal departments, including credit analysis, operations, and product specialists, to deliver seamless client experiences.
- Ensure compliance with all bank policies, procedures, and regulatory requirements.
- Meet or exceed established performance targets for loan growth, deposit acquisition, and overall client profitability.
- Represent the bank in industry events and community activities to enhance brand visibility and network effectively.
- Stay informed about economic conditions, market trends, and competitive landscape impacting commercial clients.
- Bachelor's degree in Business Administration, Finance, Economics, or a related field. A Master's degree or relevant professional certification is advantageous.
- Minimum of 6 years of experience in commercial banking, corporate banking, or business development within the financial services industry.
- Proven ability to originate and manage commercial loan portfolios and achieve sales targets.
- Strong understanding of commercial lending principles, credit analysis, financial statement analysis, and risk management.
- Excellent interpersonal, communication, and negotiation skills.
- Demonstrated success in building and nurturing client relationships.
- Proficiency in banking software and CRM systems.
- Knowledge of Bahrain's business environment and regulatory framework is highly desirable.
- Ability to work independently and as part of a team, with strong organizational and time management skills.
- A professional demeanor and commitment to ethical conduct.
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Senior Corporate Banking Relationship Manager
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Key Responsibilities:
- Manage and grow a portfolio of corporate banking clients, focusing on deepening relationships and increasing wallet share.
- Identify and pursue new business opportunities within the corporate segment.
- Structure and negotiate complex credit facilities and financial solutions.
- Conduct comprehensive financial analysis and credit risk assessment for clients.
- Develop and maintain strong, long-term relationships with key decision-makers at client organizations.
- Collaborate with product specialists (e.g., trade finance, treasury, investment banking) to offer comprehensive solutions.
- Ensure compliance with all internal policies, procedures, and regulatory requirements.
- Monitor portfolio performance, including credit quality and profitability.
- Prepare and present credit proposals and relationship reviews to senior management.
- Stay informed about economic conditions, industry trends, and regulatory changes affecting corporate clients.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field; relevant professional certifications are a plus.
- Minimum of 7-10 years of experience in corporate banking, relationship management, or a related financial services role.
- Proven track record of successfully managing and growing a portfolio of corporate clients.
- Strong understanding of credit analysis, financial modeling, and risk management principles.
- Excellent sales, negotiation, and business development skills.
- In-depth knowledge of corporate banking products and services.
- Strong network within the business community in Bahrain.
- Exceptional communication, interpersonal, and presentation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in banking software and MS Office Suite.
Lead Commercial Banking Relationship Manager
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Financial Advisor
Posted today
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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.