Wealth Planner

Job description / Role

Job description

In this role you will work with U/HNW individuals and families to provide holistic succession planning solutions. Partnering with relationship managers of the bank, you will assist in the acquisition of new clients and provide trust, insurance, tax, and family office advisory services. We are partnering with a private bank in a search for a wealth planner to join their team in Dubai.

The candidate will serve as a technical expert and resource on wealth planning matters, including but not limited to trust, insurance, tax advisory, and family office advisoryu2014both for prospects and clients. You will work closely with the relationship managers to assist in the acquisition of new clients; retain, expand, and deepen existing clients through a holistic and independent approach to the clients' wealth planning needs.

The candidate will be required to provide internal training to relationship managers and other stakeholders. The candidate will follow up on the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.).

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