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 NRIs.

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
• Conducting training sessions and discussions with CROs on relevant technical product and market information in the area of wealth planning
• Contribute to the creation of content for publications, white papers, and newsletters produced by the Global Wealth Planning team
• Collaborate 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 planning, private banking, insurance/brokerage, trust services, or a related field, with a focus on UHNWI/HNW private clients, ideally including the MENA and/or NRI markets
• A university degree in a legal or financial field; additional qualifications in the relevant area are preferred (e.g., TEP, LLM, L.L.M. in tax law, etc.)
• 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:
  • Insurance Solutions and Premium Financing for (U)HNW Clients
  • Use of wealth planning 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 successful high-net-worth individuals, and to give presentations—both in person and online—to private clients and private banking colleagues
• Strong organizations