Senior Wealth Planner
EFG · Dubai
On-site · DubaiFull TimeSeniorFinance & Banking
No salary statedPosted 5 hours ago5h agoApply link checked 1 hour ago
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
Posted 5 hours ago · apply link checked 1 hour ago
About the role
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
- 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
FinanceInsuranceBanking
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