Wealth Planner - Private Bank

Selby Jennings; Dubai; On-site; AED 250,000 - 300,000; Full time

Job summary

A private bank in Dubai is seeking an experienced Wealth Planner to provide expertise on wealth planning matters. The ideal candidate will assist Relationship Managers in client acquisition and retention, and provide training on various wealth planning disciplines. The role requires a legal or tax background, with 5+ years of relevant experience. Competitive compensation and opportunities for professional growth are offered.

Qualifications

• 5+ years of experience as a wealth planner, trust manager, or private client legal advisor.
• Ability to view wealth planning holistically and incorporate various wealth management disciplines.

Responsibilities

• Serve as technical expert on wealth planning matters including trust and tax advisory.
• Work closely with Relationship Managers to assist in client acquisition and retention.
• Provide internal training to Relationship Managers and stakeholders.

Skills

Client centric skills

Excellent verbal communication

Excellent written communication

Organizational skills

Education

Legal or tax background

STEP qualification

Job description

We are partnering with a private bank in a search for a Wealth Planner to join their team in Dubai.

Overview

We are partnering with a private bank in a search for a Wealth Planner to join their team in Dubai.

Responsibilities

• The candidate will serve as technical expert and resource on wealth planning matters, including but not limited to trust, insurance, tax advisory and family office advisory - both 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 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.).

Qualifications

• 5+ years\' experience as wealth planner, trust manager / officer or private client legal advisor.
• Legal or tax background is preferred
• STEP qualification is a plus
• Ability to view wealth planning holistically and incorporate various wealth management disciplines
• Client centric skills including excellent organizational, interpersonal, verbal and written communication skills