Job Description

Job Title: Senior Wealth Planner

Job Description: As a Senior Wealth Planner at EFG International, you will provide expert wealth planning and advisory services to high-net-worth clients, designing tailored financial and investment solutions to meet their complex needs.

Responsibilities:

• Provide comprehensive wealth planning advice to high-net-worth clients, including investment strategy, estate planning, and tax optimisation.
• Build and maintain strong client relationships, understanding their financial goals and risk tolerance.
• Collaborate with investment specialists, tax advisors, and legal professionals to deliver integrated solutions.
• Monitor client portfolios and market conditions, recommending adjustments as needed.

Qualifications Needed:

• 7+ years of wealth planning, private banking, or financial advisory experience in the UAE or GCC.
• Strong knowledge of investment products, wealth planning strategies, and estate planning.
• Excellent communication, relationship-building, and analytical skills.
• Fluent in English; Arabic is a plus; relevant certifications (CFP, CFA) preferred.

What the Company Offers:

• Competitive tax-free salary with performance bonuses.
• Comprehensive health insurance and relocation assistance.
• Opportunity to provide expert wealth planning for a global private bank.

Are you interested in this position? Apply by clicking on the “Apply Now” button below!

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