Senior Wealth Planner

Job description

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

Main tasks

• Work with CROs, clients, and prospects to identify their wealth planning needs, goals, and opportunities in the MENA region
• Building and maintaining a strong network of external advisors, such as insurance brokers, trustees, business 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 fiduciary structures for clients in the MENA region and NRI clients
• Conducting training sessions and discussions with CROs on technical product and market information related to wealth planning
• Contributing content for publications, white papers, and newsletters from 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

Requirements

• 5–7 years of relevant professional experience in wealth management, private banking, insurance/brokerage, trust services, or a law or tax advisory firm, with a focus on (ultra-)high-net-worth private clients, ideally including the MENA and/or NRI markets
• A university degree in law or finance; additional qualifications in the field of wealth management (e.g., TEP, LLM, etc.) are also preferred
• Proven experience in managing wealth management operations, ideally at an insurance company, brokerage firm, private bank, trust company, law firm, or tax consulting firm
• Deep knowledge, understanding, and experience in:
  • (U)HNW Insurance 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 and NRI regions

Preferred skills

• 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 high-net-worth private clients, and to present to private clients and private banking colleagues both in person and digitally
• Strong organizational skills,