40 Wealth Management jobs in Bahrain

About Coefficient Alliances & Ventures (Coefftalent)

Coefficient Alliances & Ventures is not just another talent sourcing firm. We are a boutique talent advisory with deep roots in management consulting and financial services across the Middle East and India. Our team brings a consultative approach to hiring, focusing on precision, speed, and contextual understanding of client needs.

We specialize in high impact hiring across Executive Search, Professional Search, Contract Staffing, and Talent Consulting, enabling our clients to build strategic, scalable teams.

Our client, a leading bank in Bahrain , is strengthening its Wealth Management division and is seeking a Head of Wealth Management to lead and oversee the strategic direction, growth, and operational excellence of the wealth management division. This role focuses on delivering tailored financial solutions to high-net-worth individuals and institutional clients, ensuring superior client service, regulatory compliance, and sustainable profitability.

The incumbent will be responsible for driving innovation in investment advisory, portfolio management, and relationship development, while fostering a high-performance culture across advisory teams.

This is a full-time, on-site role based in Bahrain , offering the opportunity to collaborate closely with senior stakeholders and spearhead the delivery of strategic, high-impact investment solutions for affluent and institutional clients.

Please note: This role is open only to Bahraini Nationals or Expatriate candidates currently residing in Bahrain and possessing the relevant experience.

• Define and execute the overall strategy for the wealth management division, aligning with the organization’s long-term goals and market positioning.
• Oversee the function of the Advisory business, helping shape the offerings and strengthen the coverage with high-net-worth individuals, family offices, and institutional clients, ensuring exceptional service and client retention.
• Oversee the design and enhancement of investment products, financial planning services, and advisory solutions tailored to client needs and market trends.
• Lead, mentor, and develop a high-performing team of relationship managers, financial advisors, and support staff to achieve business objectives.
• Drive revenue generation through effective sales strategies, client acquisition, and cross-selling of financial products, while managing cost efficiency.

• Bachelor’s degree or equivalent qualification.
• 10–15 years of experience in wealth management, private banking, or investment advisory, with at least 10 years in a leadership capacity.
• Proven track record in launching a diverse range of wealth products, preferably within Islamic banking.
• Demonstrated experience in establishing wealth management systems and developing digital wealth solutions.
• Background in banking or financial services institutions.
• FAP certification is an advantage.

Product Lead - Wealth Management - Leading Bank in Bahrain

About Coefficient Alliances & Ventures (Coefftalent)

Coefficient Alliances & Ventures is not just another talent sourcing firm. We are a boutique talent advisory with deep roots in management consulting and financial services across the Middle East and India. Our team brings a consultative approach to hiring, focusing on precision, speed, and contextual understanding of client needs.

We specialize in high impact hiring across Executive Search, Professional Search, Contract Staffing, and Talent Consulting, enabling our clients to build strategic, scalable teams.

About the Role

Our client, a leading bank in Bahrain, is strengthening its Wealth Management division and is seeking a Product Lead – Wealth Management. The individual will be responsible for conceptualization, launch, management and development of the bank's products with a focus on Wealth Management, Investment & Private Banking Products.

This is a full‑time, 6‑month contractual role based on site in Bahrain, offering the opportunity to collaborate closely with senior stakeholders and spearhead the delivery of strategic, high‑impact investment solutions for affluent and institutional clients.

• Work collaboratively with internal stakeholders on product ideation and perform studies to ensure product ideas are aligned to the bank strategy and meet commercial, technical and operational feasibility criteria.
• Own the product vision, collects business requirements and translates them into a product roadmap based on the Bank’s objectives, customer needs and market trends.
• Develop and execute the detailed business plan and Customer value proposition for products with a focus on Wealth Management, Investment & Private Banking Products, including target segments, detailed product design and structuring, product pricing, delivery channels, sales strategy and operational and customer service processes.
• Own and monitor products balance sheet and profit and loss (P&L) to constantly seek to rationalize, enhance and grow the product offerings to achieve balance sheet and P&L objectives.
• Monitor product performance post roll‑out and resolve any product issues or sales issues in order to ensure continuous product improvement.
• Serve as product expert and respond to requests and questions from internal business partners and the sales force.
• Understand and comply with risk and compliance requirement and all applicable laws and regulations including those pertaining to governing of antibribery and corruption, anti‑money laundering, terrorist financing and sanctions.

• Minimum 10 years’ experience at least 5 of which are in a similar position.
• Experience with launching a wide range of wealth products, preferably Islamic banking offering.
• Experience in setting up wealth systems and developing digital wealth offering.
• Experience in banking and financial services organizations.
• FAP qualification is preferable.
• Superior knowledge of wealth management products and financial markets.

Mid‑Senior level

Full‑time

Product Management and Marketing

Financial Services, Banking, and Investment Management

The Financial Planning Analyst will be responsible for budgeting, forecasting, financial analysis, and reporting to support strategic decision-making in the retail business. The role will involve close collaboration with cross-functional teams to monitor performance, improve processes, and provide actionable financial insights.

Key Responsibilities:

• Prepare, consolidate, and monitor budgets and forecasts across all retail operations.
• Perform variance analysis and provide recommendations to management for cost control and revenue enhancement.
• Develop financial models to support decision-making and evaluate business initiatives.
• Prepare monthly, quarterly, and annual financial reports, including KPIs, dashboards, and business performance analyses.
• Collaborate with operations, procurement, marketing, and other departments to gather relevant financial and operational data.
• Assist in process improvements, automation of reports, and financial planning efficiency.
• Ensure compliance with Bahrain financial regulations and support audit requirements.
• Provide financial insights to guide pricing, promotions, and strategic retail initiatives.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or Business Administration.
• Professional certifications such as CFA, ACCA, CPA, or CMA are preferred.
• 2–5 years of relevant experience in FP&A, financial analysis, or business analysis, preferably in retail

Job Type: Full-time

• Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
• Develop and maintain comprehensive financial models to support business planning, performance analysis, and scenario planning.
• Analyze monthly financial results, identify key drivers of performance, and prepare variance analyses.
• Provide financial insights and recommendations to senior management to support strategic decision-making.
• Prepare regular financial reports, dashboards, and presentations for stakeholders.
• Monitor key financial metrics and KPIs, highlighting trends and potential risks or opportunities.
• Collaborate with accounting teams to ensure accurate financial data for reporting and analysis.
• Support strategic initiatives by performing financial modeling, valuation, and feasibility studies.
• Continuously improve FP&A processes, tools, and methodologies.
• Assist in the preparation of board materials and investor relations reports.
• Mentor and develop junior members of the finance team.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of experience in financial planning and analysis, corporate finance, or a related field.
• Proven experience in financial modeling, budgeting, forecasting, and variance analysis.
• Strong understanding of financial statements and accounting principles.
• Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and advanced Microsoft Excel skills.
• Excellent analytical, problem-solving, and critical-thinking abilities.
• Strong communication and presentation skills, with the ability to articulate complex financial information clearly.
• Ability to work independently and collaboratively in a remote team environment.
• Experience in managing projects and deadlines effectively.
• A professional certification such as CPA, CMA, or CFA is a plus.

• Develop and manage the annual budgeting and long-term strategic planning processes.
• Oversee the creation and ongoing refinement of financial forecasts, ensuring accuracy and alignment with business objectives.
• Conduct in-depth variance analysis, identifying key drivers of financial performance and recommending corrective actions.
• Develop and track key performance indicators (KPIs) to monitor business performance and provide insights to stakeholders.
• Prepare comprehensive financial reports and presentations for the executive team, board of directors, and other stakeholders.
• Partner with business unit leaders to understand their financial needs, provide analytical support, and drive financial discipline.
• Lead the implementation and optimization of financial planning and reporting systems (e.g., ERP, FP&A software).
• Identify opportunities for cost optimization and revenue enhancement through rigorous financial analysis.
• Mentor and develop a high-performing FP&A team.
• Stay informed about industry trends, economic conditions, and regulatory changes that may impact the company's financial performance.

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
• Minimum of 10 years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role.
• Proven expertise in financial modeling, forecasting, budgeting, and strategic planning.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent understanding of accounting principles and financial statements.
• Experience with financial systems and reporting tools (e.g., Hyperion, SAP, Oracle, Tableau).
• Exceptional communication, presentation, and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels.
• Demonstrated ability to lead and develop teams.
• Strategic thinker with a proactive approach to identifying business opportunities and challenges.
• High level of accuracy and attention to detail.

• Lead the development and management of the annual budgeting and forecasting processes.
• Prepare monthly, quarterly, and annual financial reports, variance analyses, and performance reviews.
• Develop and maintain complex financial models to support strategic initiatives, new product launches, and investment appraisals.
• Analyze financial data to identify trends, opportunities, and risks, and provide actionable insights to management.
• Collaborate with various departments to gather financial data and provide financial support.
• Monitor key performance indicators (KPIs) and provide recommendations for improvement.
• Assist in the preparation of financial presentations for executive management and the board of directors.
• Ensure the accuracy and integrity of financial data and reporting.
• Contribute to process improvements within the finance function.
• Stay current with accounting standards and financial regulations.
• Support ad-hoc financial analysis and projects as required.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A professional certification such as CFA or ACCA is a strong advantage.
• Minimum of 5-7 years of progressive experience in financial analysis, FP&A, corporate finance, or a related role.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling techniques.
• Experience with financial planning software (e.g., SAP BPC, Oracle Hyperion, Anaplan) is highly desirable.
• Strong understanding of accounting principles (GAAP/IFRS).
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior written and verbal communication skills, with the ability to present financial information clearly and concisely.
• Ability to work independently, manage multiple priorities, and meet tight deadlines.
• Experience working in the Salmabad, Northern, BH area or similar business environments.
• High level of integrity and attention to detail.