Senior Wealth Planner

Tasks

• Responsible for identifying and developing new credit, trust, foundation, family office, corporate, and other complex planning needs and goals
• Collaborate with CROs, clients, and prospects to identify needs, goals, and opportunities in the area of wealth planning, with a focus on the broader MENA region
• Establishment, maintenance, and development of a strong MENA and NRI network of service providers, attorneys, tax advisors, relocation specialists, and similar partners
• Collaborate with internal and external parties to support the processing and completion of wealth planning cases in the MENA region
• Collaboration with EFG Trustees to facilitate the establishment of EFG trust accounts
• Conducting technical market updates to raise awareness in the area of wealth planning as a MENA and NRI expert
• Contributing MENA and NRI content for publications, thought pieces, training sessions, and discussions with CROs on relevant technical product topics
• Work closely with the Head of Wealth Planning for Continental Europe, the Middle East, and North Africa (EMEA) to achieve, monitor, and regularly report on financial performance and business development efforts

Requirements

• 5–7 years of relevant professional experience in wealth planning, at a law firm or accounting firm, with a focus on ultra-high-net-worth private clients, ideally at an insurance company, brokerage firm, private bank, or trust company
• A college degree in a legal or financial field; preferably with an interest in, for example, TEP, an LL.M. in tax law, etc.
• Proven track record in managing wealth planning operations or projects from start to finish
• In-depth knowledge, understanding, and experience in:
  • (U) HNW Insurance Solutions and Premium Financing
  • The use of wealth planning tools such as trust agreements, foundations, companies, joint ventures, and other fiduciary structures, primarily for MENA and NRI clients
  • Coordination, understanding, and addressing the broader private credit and NRI needs, goals, and opportunities, with a focus on the broader MENA region
  • Collaborating with internal and external parties to resolve complex regulatory issues
• Work closely with the Head of Wealth Planning for Continental Europe, the Middle East, and North Africa (EMNA) to achieve, monitor, and regularly report on financial performance and business development efforts

Preferred skills

• A methodical thinker with a proven ability to demonstrate exceptional personal analytical rigor and a passion for in-depth research to solve a complex range of client challenges
• Strong communication skills: Ability to successfully communicate and advise private clients and colleagues in the private banking sector across various markets using digital channels
• Strong organizational skills, a structured approach, and strict adherence to legal, regulatory, and compliance requirements
• Experience working with private entrepreneurs, founders, professionals, family offices, and companies
• Proactive with a solution-oriented, risk-aware mindset
• A team player with an entrepreneurial spirit: Collaborating with other teams to find innovative solutions for client needs, such as relocation services and legal advice for MENA clients
• Fair-minded with a commitment to continuous improvement
• Languages: Excellent English skills are required to communicate professionally in a variety of situations. Knowledge of other languages related to MENA/NRI would be an asset.