JOB DESCRIPTION

Qualification Requirements:

•Applicant must have a 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 regions. 

•Willing to travel on business occasionally. 

•Fluency in English as well as Arabic (optional).

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.