40 Wealth Management jobs in Bahrain

Head of Wealth Management

BHD120000 - BHD240000 Y Coefficient Alliances & Ventures

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Job Description

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
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.

Key Responsibilities:

  • 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.

Qualifications:

  • 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.
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Head of Wealth Management - Leading Bank in Bahrain

Manama, Capital Coefficient Alliances & Ventures

Posted 1 day ago

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Job Description

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 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.

Key Responsibilities
  • 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.
Qualifications
  • 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.

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Product Lead - Wealth Management - Leading Bank in Bahrain

Manama, Capital Coefficient Alliances & Ventures

Posted 1 day ago

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Job Description

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.

Key Responsibilities
  • 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.
Qualifications and experience required
  • 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.
Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Product Management and Marketing

Industries

Financial Services, Banking, and Investment Management

#J-18808-Ljbffr
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Financial Planning Analyst-Retail

BHD3600 - BHD6000 Y Career Maker

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Job Description

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

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Financial Planning & Analysis Manager

10121 Southern, Southern BHD90000 Annually WhatJobs

Posted 8 days ago

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Job Description

full-time
Our client is looking for a dynamic and analytical Financial Planning & Analysis (FP&A) Manager to join their team. This fully remote position will be responsible for leading the financial planning, budgeting, forecasting, and analysis processes. The FP&A Manager will play a crucial role in providing insights into financial performance, identifying areas for improvement, and supporting strategic decision-making across the organization. You will work closely with various department heads to develop accurate financial models and provide actionable recommendations.

Responsibilities:
  • 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.
Qualifications:
  • 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.
This remote opportunity in Nuwaidrat, Southern, BH offers a challenging and rewarding role for a finance professional looking to make a significant impact.
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Financial Planning & Analysis Manager

2002 Ghuraifa, Capital BHD110000 Annually WhatJobs

Posted 17 days ago

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full-time
Our client is looking for an experienced Financial Planning & Analysis (FP&A) Manager to lead their strategic financial planning initiatives in Jidhafs, Capital, BH . This role is crucial for guiding the company's financial direction and performance. You will be responsible for developing detailed financial forecasts, annual budgets, and long-range plans that align with the company's strategic objectives. Key duties include analyzing financial results, identifying key trends and drivers, providing insightful commentary on performance variances, and developing financial models to support business decisions. You will work closely with various departments to gather data, understand operational impacts on financial outcomes, and provide financial guidance. This position requires a deep understanding of financial principles, strong analytical and problem-solving skills, and excellent communication abilities to present complex financial information to senior management. Experience in business partnering, performance management, and financial reporting is essential. The ideal candidate will be proficient in financial planning software and advanced Excel modeling. We are seeking a proactive and detail-oriented professional who can drive financial discipline and support strategic growth initiatives. This is an opportunity to play a key role in shaping the financial future of a growing organization in Jidhafs, Capital, BH . The ability to translate financial data into actionable business insights will be critical for success in this demanding role.
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Head of Financial Planning & Analysis

BH2-8GH Al Muharraq BHD95000 Annually WhatJobs

Posted 17 days ago

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Job Description

full-time
Our client is looking for a dynamic and analytical Head of Financial Planning & Analysis (FP&A) to lead their finance department in Sitra, Capital, BH . This senior position is responsible for all aspects of financial planning, forecasting, budgeting, and performance analysis. The successful candidate will play a critical role in shaping the company's financial strategy, providing insightful guidance to senior management, and driving profitable growth. Responsibilities include developing sophisticated financial models, analyzing variances, identifying key financial drivers, and presenting comprehensive financial reports and recommendations to the executive team. You will manage a team of financial analysts, fostering their professional development and ensuring the accuracy and timeliness of all financial data. This role demands a deep understanding of financial markets, corporate finance principles, and Bahraini regulatory requirements. The Head of FP&A will also be involved in strategic initiatives such as mergers, acquisitions, and new market entries, providing critical financial due diligence and post-acquisition integration support. A strong emphasis will be placed on improving financial reporting processes, implementing best practices, and enhancing the overall financial acumen of the organization. This is a hands-on role requiring exceptional leadership, technical expertise, and the ability to communicate complex financial information clearly and concisely to both finance and non-finance stakeholders. The candidate must be adept at managing multiple priorities in a fast-paced environment, ensuring that financial insights are actionable and contribute directly to business success.
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Director of Financial Planning & Analysis

102 Seef, Capital BHD180000 Annually WhatJobs

Posted 19 days ago

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Job Description

full-time
Our client is seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead their finance operations. This senior leadership role is responsible for overseeing all aspects of financial planning, budgeting, forecasting, and strategic financial analysis. The ideal candidate will possess a deep understanding of financial modeling, performance management, and business strategy, with a proven ability to translate complex financial data into actionable insights for executive leadership.

Key Responsibilities:
  • 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.
Qualifications:
  • 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.
This is a critical leadership position based in Seef, Capital, BH , requiring on-site presence to foster collaboration and strategic alignment. The Director of FP&A will be instrumental in guiding the company's financial future.
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Senior Financial Analyst - Financial Planning & Analysis

22203 Al Malikiyah, Northern BHD90000 Annually WhatJobs

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full-time
Our client is a reputable organization seeking a highly analytical and detail-oriented Senior Financial Analyst to join their finance department in Salmabad, Northern, BH . This role will play a key part in financial planning, forecasting, budgeting, and performance analysis. The successful candidate will be responsible for developing financial models, generating insightful reports, and providing strategic recommendations to support business decision-making. This position requires a strong understanding of accounting principles, excellent Excel and financial modeling skills, and the ability to communicate complex financial information effectively to stakeholders.

Responsibilities:
  • 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.
Qualifications:
  • 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.
This hybrid role offers a competitive salary, attractive benefits package, and the opportunity for career advancement within a growing organization. The position is located in Salmabad, Northern, BH .
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Senior Financial Analyst - Corporate Financial Planning

712 Isa Town, Northern BHD85000 Annually WhatJobs

Posted 19 days ago

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full-time
Our client is a rapidly growing multinational corporation seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Corporate Finance team. This role will be instrumental in supporting financial planning, forecasting, budgeting, and long-term strategic initiatives. The ideal candidate will possess a strong understanding of financial principles, advanced modeling skills, and the ability to translate complex financial data into actionable insights for senior management. You will be responsible for preparing monthly, quarterly, and annual financial plans, analyzing variances, and identifying key performance drivers. This position requires a proactive approach to identifying financial risks and opportunities and contributing to the development of financial strategies that support business growth. Key responsibilities include: developing and maintaining complex financial models for forecasting, budgeting, and long-range planning; analyzing financial performance against budget and forecast, identifying key variances and providing explanations; preparing detailed financial reports and presentations for executive leadership; supporting strategic decision-making through financial analysis and scenario modeling; collaborating with various departments to gather financial data and ensure accuracy; assisting in the preparation of board materials and investor relations documents; identifying trends, recommending corrective actions, and evaluating potential business opportunities; ensuring compliance with accounting policies and internal controls. A Bachelor's degree in Finance, Accounting, Economics, or a related field, coupled with a minimum of 5 years of relevant experience in financial planning and analysis (FP&A), is required. Proficiency in Excel, financial modeling software, and ERP systems (e.g., SAP, Oracle) is essential. Excellent communication and presentation skills are also crucial. This hybrid role allows for a blend of remote work and in-office collaboration at our headquarters in Isa Town, Southern, BH .
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