36 Wealth Manager jobs in Bahrain

• Respond to escalated customer inquiries via phone, email, and chat.
• Diagnose and resolve complex technical and product-related issues.
• Investigate and troubleshoot customer problems, identifying root causes.
• Collaborate with engineering and product teams to escalate and resolve bugs or feature requests.
• Document all customer interactions and resolutions accurately in the CRM system.
• Contribute to the development and maintenance of the customer knowledge base.
• Identify opportunities to improve customer experience and service delivery.
• Provide feedback to product and engineering teams based on customer interactions.
• Ensure adherence to service level agreements (SLAs) and company policies.
• Proactively communicate with customers regarding issue status and resolution timelines.

• Proven experience in a customer service or technical support role, preferably Tier 2.
• Strong troubleshooting and problem-solving abilities.
• Excellent verbal and written communication skills.
• Proficiency with CRM software and helpdesk ticketing systems.
• Ability to empathize with customers and maintain a professional demeanor.
• Knowledge of (mention a relevant software/product type, e.g., SaaS platforms, IT hardware).
• High school diploma or equivalent; Associate's or Bachelor's degree preferred.
• Ability to work effectively in a team-oriented environment.

• Manage a portfolio of key client accounts, ensuring their success.
• Develop and execute client success plans aligned with business objectives.
• Onboard new clients and guide them through product adoption.
• Conduct regular business reviews and provide strategic recommendations.
• Monitor client health metrics and proactively address risks.
• Identify opportunities for upsell and cross-sell to expand client value.
• Serve as the primary point of contact for client inquiries and escalations.
• Collaborate with internal teams to ensure seamless client experience.
• Gather client feedback and provide insights to product development.
• Drive client retention and minimize churn.

• Proven experience as a Customer Success Manager or in a similar client-facing role.
• Demonstrated success in managing client relationships and driving retention.
• Excellent communication, presentation, and interpersonal skills.
• Strong understanding of client needs and business objectives.
• Ability to analyze data and provide actionable insights.
• Experience with CRM software and customer success platforms.
• Proactive problem-solving and strategic thinking abilities.
• Ability to work independently and collaboratively in a remote setting.
• Experience in (mention relevant industry, e.g., SaaS, B2B services).
• Bachelor's degree in Business, Marketing, or a related field, or equivalent experience.

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 .

• 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.

• Develop and communicate forward-looking investment strategies across various asset classes (equities, fixed income, alternatives).
• Conduct comprehensive macroeconomic analysis, identifying key trends and their impact on global financial markets.
• Formulate asset allocation recommendations and thematic investment ideas for diverse client portfolios.
• Perform in-depth research on specific industries, sectors, and individual securities to support investment decisions.
• Collaborate closely with portfolio managers, research analysts, and sales teams to disseminate strategy and support client engagement.
• Prepare market commentary, research reports, and presentation materials for internal and external audiences.
• Monitor portfolio performance and risk metrics, providing insights and adjustments as necessary.
• Stay abreast of geopolitical events, regulatory changes, and market innovations that could affect investment landscapes.
• Utilize financial modeling and data analysis tools to support strategic recommendations.
• Mentor junior strategists and contribute to the intellectual capital of the firm.