Senior Wealth Planner
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Key skills for this role
About the Role
EFG International seeks a Senior Wealth Planner to develop wealth planning strategies for MENA and NRI clients using insurance, trusts, and other structures.
Key Skills for This Role
Responsibilities
- Work with CROs, clients & prospects to identify wealth planning needs and opportunities in the MENA region
- Develop and maintain a strong MENA and NRI network of external advisors
- Assist in processing and closure of wealth planning cases across the MENA region
- Work with EFG Trustees to facilitate establishment of trust, fund and other fiduciary structures
- Conduct awareness training/discussions with CROs on technical product/market updates
- Contribute MENA and NRI content for publications, thought pieces and newsletters
Requirements
- 5–7 years of relevant professional experience in wealth planning, private banking, insurance/brokerage, trust/fiduciary services, or law/accounting firm
- University degree in Legal or Finance related discipline
- Additional qualifications like TEP, LL.M. in tax preferred
- In depth knowledge of (U)HNW insurance solutions, premium financing, trusts, foundations, family office, and companies
- Excellent command of English
Full Job Posting
Our Company
- EFG International is a global private banking group, offering private banking and asset management services.
- We serve clients in over 40 locations worldwide.
- EFG is committed to providing an equitable and inclusive working environment.
Our Purpose and Mission
- Empowering entrepreneurial minds to create value – today and for the future.
- We are a private bank, offering personalised solutions on a global scale to private and institutional clients.
Main Responsibilities
- Work with CROs, clients & prospects to identify their wealth planning needs, objectives and opportunities centred on the wider MENA region.
- Bring, maintain and develop a strong MENA and NRI network of external advisors such as insurance brokers, fiduciaries, corporate service providers, lawyers, accountants, relocation specialists and other similar counterparties.
- Work with internal and external parties to assist in the processing and closure of wealth planning cases across the MENA region.
- Work with EFG Trustees to facilitate the establishment of EFG trust, fund and other fiduciary structures for primarily MENA and NRI clients.
- As a MENA and NRI subject matter expert, conduct awareness training/discussions with CROs on relevant technical product/market updates relevant to the wealth planning space.
- Contribute MENA and NRI content for publications, thought pieces and newsletters generated by the Global Wealth Planning team.
- Work closely with the Head of Wealth Planning for Continental Europe and Middle East on the achieving, monitoring and regularly reporting of financial performance and business development efforts.
Skills And Experience
- 5–7 years of relevant professional experience in wealth planning, private banking, insurance/brokerage, trust/fiduciary services, or a law/accounting firm, with a focus on (U)HNW private clients, ideally including MENA and/or NRI markets.
- University degree in a Legal or Finance related discipline; preferably also holding additional qualifications linked to the area of interest (e.g. TEP, LL.M. in tax, etc.).
- A demonstrated track record of managing wealth planning business ideally in an insurance / brokerage/private bank/trust company/ law or accounting firm.
- In depth knowledge, understanding and experience of: (U) HNW insurance solutions and premium financing; The uses of wealth planning tools such as trusts, foundations, family office and companies; Coordinating, understanding and challenging wider private client needs such as relocation services and l
Preferred Skills
- Methodical thinker with a proven ability to demonstrate exceptional analytical rigor and a passion for deep research to solve a diverse array of client challenges.
- Strong communication skills: ability to communicate and advise accomplished high net worth individuals and present both physically and digitally to private clients and private banking colleagues alike.
- Strong organisational skills, structured approach, strict adherence to legal, regulatory and compliance requirements.
- Practical experience in creating client ready proposals and presentations using the suite of Microsoft applications.
- Languages: excellent command of English is required other MENA/NRI connected languages would be an advantage.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
- Hands on: Being proactive to rapidly deliver high quality results.
- Passionate: Being committed and striving for excellence.
- Solution driven: Focusing on client outcomes and treating clients fairly with a risk aware mindset.
- Partnership oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
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