What Jobs are available for Private Banking in Bahrain?

• Develop and manage a portfolio of high-net-worth clients, building trust and strong relationships.
• Understand clients' financial situations, goals, and risk appetites to offer personalized wealth management advice.
• Provide expert guidance on investment products, estate planning, credit, and other banking services.
• Identify and pursue new business opportunities to expand the client base and AUM (Assets Under Management).
• Conduct regular client reviews to ensure alignment with financial goals and market conditions.
• Collaborate with internal specialists (e.g., investment strategists, credit analysts) to deliver integrated solutions.
• Ensure compliance with all banking regulations, policies, and procedures.
• Proactively manage client portfolios, making strategic adjustments as needed.
• Deliver exceptional client service, resolving inquiries and addressing concerns promptly.
• Stay informed about market trends, economic developments, and new financial products.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certifications (e.g., CFP, CFA) are highly desirable.
• Minimum of 7 years of experience in private banking, wealth management, or a related client-facing financial services role.
• Proven track record of successfully managing and growing a HNW client portfolio.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Excellent sales, negotiation, and communication skills.
• Ability to build rapport and trust with sophisticated clientele.
• Knowledge of regulatory requirements and compliance standards in the financial industry.
• Proficiency in financial planning software and CRM systems.
• Ability to work effectively in a hybrid environment, balancing remote responsibilities with in-person client engagement.

Job Description
Department: Underwriting
Location: Bahrain / India
Reports To: CINSO
Role Summary:
We are seeking a highly analytical and results-driven Data & Pricing Manager to oversee portfolio monitoring, pricing model development, and performance reporting for our insurance and assistance portfolio. This role will serve as the actuarial backbone of the organization, ensuring performance is tracked accurately and pricing remains technically sound. Leveraging actuarial and technical expertise, the role plays a critical part in shaping profitable growth, ensuring data integrity, and enabling accurate financial forecasting across all our products. The ideal candidate will collaborate closes with underwriting, claims, finance and IT to drive data led decisions and maintain a profitability across the portfolio.
Key Responsibilities:
Portfolio Monitory & Performance Analysis
Manage and validate large insurance datasets across assistance and insurance lines.
Ensure the accuracy, consistency, and accessibility of pricing, claims, and partner data.
Develop and maintain dashboard reporting tools for key performance indicators (e.g., loss ratios, claims frequency, premium trends) at both portfolio and account level.
Conduct monthly and quarterly portfolio reviews, highlighting deviations, deterioration risks, or improvement opportunities.
Support performance monitoring of reinsured blocks, new business lines, and legacy portfolios.
Pricing & Actuarial Modelling
Build and maintain technical pricing models aligned with underwriting assumptions and market benchmarks.
Support product development and renewal pricing with sound actuarial rationale and margin impact analysis.
Design and implement actuarial development models for claims and reserves (e.g., IBNR, triangle methods).
Data Management & Centralized Reporting
Act as the single source of validated data for Underwriting
Work with internal partners to ensure accurate, complete, and timely data submissions in required formats.
Follow up with data manager on data issues, delays, or formatting errors and ensure continuous data quality monitoring.
Stakeholder Collaboration
Partner with finance for budgeting, planning, and technical result reporting.
Collaborate with claims to analyze severity and frequency trends and adjust actuarial assumptions accordingly.
Liaise with IT to improve data infrastructure and automation of portfolio monitoring tools.
Support underwriting and commercial teams with analytical input on tenders, renewals, and product positioning.
Strategic Business Support
Provide data-driven insights to optimize commercial offers and renewal terms for partners
Support cross-functional teams (Sales, Finance, Product) in decision-making with actionable data intelligence.
Present findings and recommendations to senior management
Governance & Compliance
Ensure adherence to internal pricing governance and technical sign-off requirements.
Prepare documentation for central actuarial review committees or regulatory reporting where required.

• Develop and execute comprehensive investment strategies aligned with the firm's objectives and risk appetite.
• Manage and monitor a diverse portfolio of assets, ensuring optimal performance and risk-adjusted returns.
• Conduct in-depth market research, economic analysis, and due diligence on potential investments.
• Identify and capitalize on investment opportunities across various asset classes.
• Develop and maintain relationships with institutional investors, clients, and strategic partners.
• Oversee the creation and presentation of portfolio performance reports to stakeholders.
• Implement robust risk management frameworks and strategies to protect assets.
• Lead and mentor a team of portfolio managers and investment analysts.
• Ensure compliance with all regulatory requirements and industry best practices.
• Collaborate with research, trading, and compliance teams to support investment decisions.
• Stay abreast of global financial market trends and macroeconomic developments.

• Minimum of 10 years of experience in portfolio management, investment banking, or asset management.
• Proven track record of successfully managing large and complex investment portfolios.
• Strong understanding of financial modeling, valuation techniques, and investment analysis.
• Excellent knowledge of financial markets, various asset classes, and investment strategies.
• Demonstrated leadership and team management skills.
• Exceptional analytical, quantitative, and problem-solving abilities.
• Strong communication, presentation, and interpersonal skills.
• Relevant professional certifications such as CFA (Chartered Financial Analyst) are highly preferred.
• Bachelor's degree in Finance, Economics, or a related field; Master's degree is a plus.
• This is an on-site leadership role based in Busaiteen, Muharraq, BH .

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; Master's degree preferred.
• CFA designation or progress towards it is highly desirable.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial markets, investment strategies, and risk management.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Experience with portfolio management software and financial data providers (e.g., Bloomberg, Refinitiv).
• Excellent analytical, research, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex information effectively.
• Ability to work both independently and collaboratively in a team environment.
• High level of attention to detail and accuracy.

• Conduct in-depth financial analysis of public and private companies, including valuation, financial modeling, and risk assessment.
• Monitor global economic trends, market developments, and geopolitical events impacting investment portfolios.
• Research and recommend investment strategies across various asset classes, including equities, fixed income, and alternative investments.
• Develop and maintain sophisticated financial models to forecast company performance and project potential returns.
• Prepare detailed investment research reports, memos, and presentations for the investment committee and clients.
• Collaborate closely with portfolio managers to implement investment strategies and manage portfolio risk.
• Track the performance of existing investments and identify areas for rebalancing or adjustment.
• Stay informed about regulatory changes and compliance requirements within the financial industry.
• Utilize financial databases and analytical tools (e.g., Bloomberg, FactSet) to gather and analyze data.
• Contribute to the due diligence process for new investment opportunities.
• Mentor junior analysts and provide guidance on research methodologies.
• Ensure accuracy and integrity of all financial data and reports.

• Master's degree in Finance, Economics, or a related quantitative field. MBA and/or CFA designation strongly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or financial research within the banking and finance sector.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of capital markets, investment products, and portfolio theory.
• Proficiency with financial data platforms like Bloomberg Terminal, Refinitiv Eikon, or similar.
• Excellent analytical, critical thinking, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Strong organizational skills and ability to manage multiple projects and deadlines.
• Ability to work effectively both independently and collaboratively in a team environment.
• High level of integrity and attention to detail.
• Comfortable working in a hybrid model from our **Busaiteen, Muharraq, BH** office.

• Develop and refine investment strategies across multiple asset classes.
• Conduct macroeconomic analysis and market research.
• Evaluate investment opportunities and risks.
• Construct and manage diversified investment portfolios.
• Perform quantitative analysis and financial modeling.
• Create investment proposals and presentations for clients and internal stakeholders.
• Collaborate with portfolio managers and research teams.
• Monitor portfolio performance and rebalance as necessary.
• Stay current with industry trends and regulatory changes.
• Communicate investment insights and recommendations effectively.

• Master's degree in Finance, Economics, or a related quantitative field; MBA or CFA designation preferred.
• Minimum of 5 years of experience in investment strategy, portfolio management, or asset allocation.
• Proven expertise in analyzing global financial markets and various asset classes.
• Strong quantitative and analytical skills, with proficiency in statistical software.
• Excellent financial modeling and valuation capabilities.
• Exceptional written and verbal communication and presentation skills.
• Experience working effectively in a remote team environment.
• Demonstrated ability to think strategically and make data-driven decisions.
• High level of integrity and commitment to fiduciary standards.
• Passion for investment management and financial markets.

• Conduct comprehensive research and analysis of equity, fixed income, and alternative investment opportunities.
• Develop and maintain sophisticated financial models to evaluate company valuations, forecast financial performance, and assess investment risks.
• Formulate investment recommendations based on thorough due diligence and market analysis.
• Contribute to the development and implementation of portfolio construction and asset allocation strategies.
• Monitor market trends, economic indicators, and geopolitical events that may impact investment portfolios.
• Prepare detailed investment reports, presentations, and memos for portfolio managers and investment committees.
• Collaborate with research analysts to gain diverse perspectives on market dynamics and company fundamentals.
• Stay abreast of regulatory changes and their implications for investment strategies.
• Assist in the performance attribution and risk management of investment portfolios.
• Ensure adherence to ethical standards and regulatory compliance in all investment activities.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. Master's degree and/or CFA charterholder designation are highly desirable.
• A minimum of 5 years of experience in investment analysis, portfolio management, or equity research.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of various asset classes and investment strategies.
• Proficiency in financial databases and analytical software (e.g., Bloomberg Terminal, Refinitiv Eikon, FactSet).
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior written and verbal communication skills, with the ability to articulate complex financial concepts.
• Ability to work effectively in a collaborative, high-pressure environment.
• High ethical standards and a strong commitment to fiduciary responsibility.
• Demonstrated ability to work independently and as part of a team.

• Conduct comprehensive financial analysis of securities, industries, and macroeconomic trends.
• Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
• Perform due diligence on potential investment opportunities and prepare detailed investment reports.
• Monitor existing portfolio performance, identifying risks and opportunities for rebalancing.
• Collaborate with portfolio managers to develop and implement investment strategies.
• Research and present market insights, economic outlooks, and investment recommendations to senior management and clients.
• Stay informed about regulatory changes and their potential impact on investments.
• Utilize financial databases and analytical tools to gather and interpret data.
• Contribute to the development of client-facing materials and presentations.
• Ensure compliance with all relevant financial regulations and ethical standards.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; MBA or Master's degree preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
• Proven expertise in financial modeling, valuation techniques, and statistical analysis.
• Strong understanding of capital markets, asset classes, and investment strategies.
• Proficiency in financial software and data platforms (e.g., Bloomberg, Refinitiv Eikon).
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication abilities, with the capacity to present complex information clearly.
• Ability to work independently and manage multiple research projects in a remote setting.
• CFA designation or progress towards it is highly desirable.