JOB DESCRIPTION

Qualification Requirements:

•Bachelors Degree in Business or Finance (preferably professional certifications in Wealth Management or Financial Planning).

•Minimum 5 years of experience in identifying and developing HNW clients in Bahrain and the Mena region.

•Fluency in English as well as Arabic.

Responsibilities:

Prepare and deliver presentations to clients.

Create investment portfolios that meet client requirements.

Meet the existing clients on regular basis and obtain client referrals.

Present a realistic business plan based on the current book of clients.