Senior Wealth Planner
On-site · Dubai, Dubai, United Arab Emirates
Job Summary
Senior Wealth Planner responsible for identifying and developing wealth planning strategies using insurance solutions, finance and credit, trusts, foundations, family offices, and other complex structures to address mainly MENA and NRI clients’ wealth planning needs. Responsibilities include engaging CROs, clients and prospects to determine wealth planning objectives; building and expanding a MENA/NRI advisory network of external specialists; facilitating processing and closure of wealth planning cases across the MENA region; coordinating with EFG Trustees to establish fiduciary structures; serving as a subject matter expert on MENA/NRI topics, conducting trainings for CROs; contributing content for publications and newsletters; collaborating with leadership on performance monitoring and business development. Preferred skills include analytical rigor, outstanding communication with high-net-worth clients, organizational discipline, client-ready proposals using Microsoft applications, and multilingual capabilities (English required; additional MENA/NRI languages advantageous).
Required Qualifications
- University degree in a Legal or Finance related discipline; preferably also holding additional qualifications linked to the area of interest (e.g. TEP, LL.M. in tax, etc.)
- 5–7 years of relevant professional experience in wealth planning, private banking, insurance/brokerage, trust/fiduciary services, or a law/accounting firm, with a focus on (U)HNW private clients, ideally including MENA and/or NRI markets.
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