Senior Wealth Planner

About the role

The Senior Wealth Planner will design and implement comprehensive wealth planning strategies for high‑net‑worth clients across the MENA and NRI markets, leveraging insurance solutions, trusts, foundations, family offices and other complex structures.

Key responsibilities

• Identify client wealth planning needs and develop tailored solutions using insurance, premium financing, trusts, foundations and corporate structures.
• Maintain and grow a network of external advisors (brokers, fiduciaries, lawyers, accountants) in the MENA region.
• Collaborate with internal teams and EFG Trustees to establish trust and fiduciary structures for clients.
• Provide training and market updates to CROs on wealth planning products.
• Contribute content for publications and newsletters of the Global Wealth Planning team.

Required profile

• 5–7 years of experience in wealth planning, private banking, insurance brokerage, trust services or a law/accounting firm serving UHNW clients.
• University degree in law, finance or related field; additional qualifications (e.g., TEP, LL.M. in tax) are a plus.
• Proven track record managing wealth planning business for MENA and/or NRI clients.
• Strong analytical, communication and organisational skills with strict compliance adherence.

Required skills

• Trusts
• Family office structures
• Wealth planning
• Insurance solutions
• Foundations
• Premium financing