Selby Jennings is partnering with a private bank in Dubai to recruit a Wealth Planner. This role involves providing expert advice on wealth planning matters—including trusts, insurance, tax, and family office advisory—while supporting Relationship Managers in acquiring, retaining, and expanding client relationships. The Wealth Planner will also provide internal training and liaise with external advisors to ensure effective implementation of wealth solutions.

Key Responsibilities / Role Overview:

• Serve as a technical expert on wealth planning, covering trusts, insurance, tax advisory, and family office matters.

• Collaborate with Relationship Managers to acquire new clients and deepen existing client relationships.

• Provide internal training to Relationship Managers and stakeholders on wealth planning solutions.

• Follow up on the implementation of planning solutions, coordinating with external tax, legal, and fiduciary advisors.

• Ensure a holistic approach to clients’ wealth planning needs, integrating multiple disciplines.

Qualifications / Requirements:

• Minimum 5 years’ experience as a wealth planner, trust manager/officer, or private client legal advisor.

• Legal or tax background preferred.

• STEP qualification is a plus.

• Strong client-centric skills with excellent organizational, interpersonal, verbal, and written communication abilities.

• Ability to provide holistic wealth planning solutions incorporating multiple wealth management disciplines.

Additional Information:

• On-site role based in Dubai, UAE.

• Competitive salary range: $120K–$150K per year.

• Opportunity to work closely with senior Relationship Managers in a private banking environment.