Investment Sales Associate

About Company & Role Purpose
A Bahraini asset management company is seeking a seasoned professional for the position of Investment Sales Associate to cover GCC & MENA clients. The Sales Associate will work on sales in the GCC region targeting local UHNWI, HNWI, and multi-family offices. This role involves building strong relationships with clients to drive business growth.

KEY RESPONSIBILITIES, ACCOUNTABILITIES AND ACTIVITIES

• Identify and target UHNWI, HNWI, and multi-family offices across the GCC and MENA region.
• Develop and execute sales strategies to achieve and exceed sales KPIs.
• Build and maintain a robust pipeline of prospective clients through networking, referrals, and market research.
• Present the firm's asset management services, advisory solutions, global markets execution, fiduciary deposits, and lifestyle services to potential clients.
• Promote both conventional and non-conventional investment solutions.
• Build strong, long-term relationships with high-net-worth clients to drive business growth and retention.
• Understand client needs and tailor investment solutions accordingly.
• Serve as the primary point of contact for a dedicated portfolio of clients.
• Plan and execute client events in Bahrain specifically for UHNWI clients.
• Increase the quality of firm services by providing feedback to various departments on services and investment solutions.
• Communicate client insights and market trends to internal teams to enhance product offerings.
• Fulfill sales KPIs as defined by management.
• Maintain accurate records of all client interactions, sales activities, and revenue generation.
• Provide regular sales forecasts and performance reports to senior management.

Requirements:

Qualifications

• Higher education degree (Bachelor's or Master's) in Finance, Business Administration, Economics, Marketing, or a related field.
• Minimum 1–2 years of extensive experience in serving HNWI and UHNWI clients with investment solutions (both conventional and non-conventional).
• Proven track record in sales within the GCC asset management, private banking, or wealth management sector.
• Strong understanding of asset management services, advisory, global markets execution, and fiduciary deposits.
• Existing network of HNWI/UHNWI and multi-family office contacts in the GCC/MENA region is highly preferred.

Skills

• High-level sales skills with a demonstrated ability to close deals and meet targets.
• Excellent communication and presentation abilities in English (Arabic is a strong plus).
• Strong relationship-building and networking capabilities.
• Ability to understand and articulate complex investment solutions to sophisticated clients.
• Self-motivated, proactive, and results-driven mindset.
• Strong negotiation and persuasion skills.
• Professional demeanor and ability to represent the firm at high-level client events.

Work Location: In person