Senior Wealth Planner

Remote DXB

Dubai

On-site

AED 180,000 - 280,000

Full time

13 days ago

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Job summary

Remote DXB in Dubai is seeking a Senior Finance & Banking professional to lead on-site wealth planning initiatives. You will design strategies across insurance, credit, and finance to meet client objectives in the UAE market.

The role requires familiarity with trusts, foundations, family offices, and complex structures for MENA and NRI clients, delivering tailored solutions within a UAE regulatory context.

Qualifications

Experience in wealth planning strategies.
Knowledge of insurance solutions, finance, and credit.
Understanding of trusts, foundations, and family offices.
Expertise in complex structures for MENA and NRI clients.

Responsibilities

Identify and develop wealth planning strategies using insurance solutions, finance, and credit.
Utilize trusts, foundations, family offices, and companies to address client needs.
Design complex structures to meet the wealth planning objectives of MENA and NRI clients.

Skills

Wealth planning

Insurance solutions

Finance

Credit

Trusts & Foundations

Family offices

Complex structures

Job description

On-site · Dubai Full Time Senior Finance & Banking

Why we think you can apply

Employer country United Arab Emirates · Dubai

Hiring model UAE-based role · the employer hires in the UAE

Work from Dubai · on-site

Time-zone overlap Gulf Standard Time · none needed

Responsibilities

Identify and develop wealth planning strategies using insurance solutions, finance, and credit
Utilize trusts, foundations, family offices, and companies to address client needs
Design complex structures to meet the wealth planning objectives of MENA and NRI clients

What we look for