Senior Wealth Planner - MENA/NRI Specialist

EFG International AG; Dubai; On-site; AED 250,000 - 300,000; Full time

Job summary

EFG International AG is seeking a Senior Wealth Planner in Dubai to develop wealth planning strategies tailored to the needs of MENA and NRI clients. You will work closely with a network of advisors while managing complex client relationships.

The ideal candidate should possess 5-7 years in wealth planning or private banking, with a strong academic background in finance or law. This position offers a dynamic work environment where contributions are recognized and valued.

Qualifications

• 5-7 years of experience in wealth planning or private banking.
• Degree in a relevant discipline; additional qualifications preferred.
• Proven track record in managing wealth planning for high net-worth clients.

Responsibilities

• Develop wealth planning strategies for MENA and NRI clients.
• Maintain and develop a network of external advisors.
• Assist with processing and closure of wealth planning cases.

Skills

Wealth planning

Private banking

Insurance solutions

Analytical skills

Communication skills

Education

University degree in Legal or Finance related discipline

Tools

Microsoft Office

Job description

EFG International AG is seeking a Senior Wealth Planner in Dubai to develop wealth planning strategies tailored to the needs of MENA and NRI clients. You will work closely with a network of advisors while managing complex client relationships.

The ideal candidate should possess 5-7 years in wealth planning or private banking, with a strong academic background in finance or law. This position offers a dynamic work environment where contributions are recognized and valued.