Wealth Planner, Director - Private Bank

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

Job Description

1. The candidate will serve as a 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.
2. 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.
3. The candidate will be required to provide internal training to Relationship Managers and other stakeholders.
4. The candidate will follow up on 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.).

Profile

1. 7+ years' experience as a wealth planner, trust manager/officer, or private client legal advisor.
2. Legal or tax background is preferred.
3. STEP qualification is a plus.
4. Ability to view wealth planning holistically and incorporate various wealth management disciplines.
5. Client-centric skills including excellent organizational, interpersonal, verbal, and written communication skills.