HNW Wealth Planning & Legacy Strategy Consultant (Asia)

eFinancialCareers; Dubai; Hybrid; AED 120,000 - 200,000; Full time

Job summary

A global advisory firm is seeking a Wealth Planning/Sales Consultant to develop and manage business opportunities in Dubai for high-net-worth clients. This role involves building relationships, identifying client needs, and delivering bespoke legacy planning solutions. The ideal candidate will have over 5 years of experience in estate planning or wealth advisory, strong analytical skills, and proficiency in English, with Mandarin as a plus. This is an opportunity to work at a premier wealth hub and help clients preserve and transfer wealth across generations.

Qualifications

• Minimum 5 years of experience in estate planning, private banking, or wealth advisory.
• English proficiency required; Mandarin preferred.
• Self-driven with a business development focus.

Responsibilities

• Build and maintain relationships with private bankers and advisors.
• Identify and qualify prospective high-net-worth clients.
• Lead client engagements to assess goals and present planning strategies.
• Deliver tailored planning solutions aligned with client objectives.
• Manage the sales pipeline and track client opportunities.

Skills

Business development mindset

Analytical skills

Client engagement

Multilingual communication

Education

Bachelor’s degree (law, finance, wealth planning, business preferred)

Job description

A global advisory firm is seeking a Wealth Planning/Sales Consultant to develop and manage business opportunities in Dubai for high-net-worth clients. This role involves building relationships, identifying client needs, and delivering bespoke legacy planning solutions. The ideal candidate will have over 5 years of experience in estate planning or wealth advisory, strong analytical skills, and proficiency in English, with Mandarin as a plus. This is an opportunity to work at a premier wealth hub and help clients preserve and transfer wealth across generations.