Senior Wealth Planner

Job Description

The Senior Wealth Planner is responsible for identifying and developing wealth planning strategies using insurance solutions, financial and credit products, trusts, foundations, family offices, companies, and other complex structures to meet the wealth planning needs and goals of clients in the MENA region and NRI clients.

Main Responsibilities

The main tasks include:

• Collaborate with CROs, clients, and prospective clients to identify their wealth planning needs, goals, and opportunities in the MENA region
• Building and maintaining a strong network of external advisors in the MENA region and NRI, such as insurance brokers, trustees, corporate service providers, attorneys, tax advisors, relocation consultants, and other similar partners
• Collaborating with internal and external partners to support the processing and completion of wealth management cases in the MENA region
• Collaboration with EFG trustees to facilitate the establishment of EFG trusts, funds, and other trust structures for clients in the MENA region and NRI clients
• Conducting training sessions and discussions with CROs on relevant technical product and market information in the area of wealth planning
• Contributed to the creation of content for publications, white papers, and newsletters for the Global Wealth Planning department
• Work with the Head of Wealth Planning for Continental Europe and the Middle East to achieve, monitor, and regularly report on financial performance and business development

Skills and experience

The requirements include:

• 5–7 years of relevant professional experience in wealth planning, private banking, insurance/brokerage, trust services, or a related field, with a focus on UHNW/HNW private clients, ideally including the MENA and/or NRI markets
• A university degree in a legal or finance-related field; additional qualifications in the area of wealth planning (e.g., TEP, L.L.M. in tax law, etc.) are also preferred
• A proven track record in managing wealth planning transactions, ideally at an insurance company, brokerage firm, private bank, trust company, law firm, or accounting firm
• In-depth understanding and knowledge of:
  • High-Net-Worth Solutions and Premium Financing
  • Use of wealth management tools such as trusts, foundations, family offices, and companies
  • Coordinating, understanding, and addressing the comprehensive needs of private clients, such as relocation services and legal advice for the MENA region and NRIs

Preferred Skills

Preferred skills include:

• A methodical thinker with a proven ability to demonstrate exceptional analytical rigor and a passion for in-depth research to solve a wide range of client challenges
• Strong communication skills: Ability to communicate with and advise successful high-net-worth individuals, and to give presentations—both in person and online—to private clients and private banking colleagues
• Strong organizational skills, structured