Director, Trust & Wealth Planning
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About the Role
Job Description Responsibilities * Support UHNW clients in the design and implementation of family office structures (single\-family office, hybrid or outsourced models) through coordinated execution with internal and external advisors * Assist with family office licensing and setup processes (ADGM, DIFC and other relevant jurisdictions) in coordination with internal and external stakeholders, without assuming regulatory, legal or fiduciary responsibility * Support the de
Key Skills for This Role
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Responsibilities
- Support UHNW clients in the design and implementation of family office structures (single-family office, hybrid or outsourced models) through coordinated execution with internal and external advisors
- Assist with family office licensing and setup processes (ADGM, DIFC and other relevant jurisdictions) in coordination with internal and external stakeholders, without assuming regulatory, legal or fiduciary responsibility
- Support the design and implementation of family governance frameworks (governance, charters, councils, policies, succession coordination)
- Focus areas include complex, cross‑border and multi‑generational situations, governance structuring and long‑term client confidence. The platform strengthens relationship depth, retention and long-term strategic relevance without assuming fiduciary or product ownership roles.
- WP & FO acts as a revenue‑enabling function by identifying liquidity events, asset consolidation opportunities and long‑term structuring needs.
- The platform supports downstream investment, credit, insurance and Islamic solutions through structured advisory engagement, without direct P&L ownership or product execution.
- Key focus areas:
- Clear value proposition by client segment (UHNWI/SFO)
- Standardized processes, templates and governance frameworks
- Knowledge transfer and capability uplift across coverage and product teams.
Qualification
- Background in Business, Finance, Economics, Law, Accounting, or Management
- STEP diploma or STEP Advanced Certificate or equivalent family office/governance certification is strongly preferred
- Certification in Project management, Management/Philanthropy Consulting or UHNW Advisory programmes is relevant
- 6-10-year experience in family office advisory, private client services, consulting, legal, corporate governance, or family office environments
- Strong exposure to family office operations, governance and coordination models
- Familiarity with UAE legal landscape and family office frameworks and international best practices
- Strong project management, coordination and stakeholder engagement skills
- Comfortable operating in a consulting role supporting UHNWI relationships
About Us
First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions.
We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages.
Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients.
Life at FAB:
Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to "Grow Stronger." We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization
Career Development
FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you.
Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development.
Our Values
At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions.
We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication.
Join our team and be part of a journey to shape the future of banking.
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