Head of Wealth Management
6 days ago
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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