Wealth Planning Consultant - Ras al-Khaimah

apartmentConfidential placeRas al-Khaimah calendar_month06/09/2025

Job description / Role

Job Type
Full Time
Job Location
UAE
Nationality
Any Nationality
Salary
Not Specified
Gender
Not Specified
Arabic Fluency
Not Specified
Job Function
Finance, Business Analysis & Consulting
Company Industry

Finance, Investment & Asset Management

About us

We are a global advisory firm specializing in legacy and succession planning, credit and advanced wealth strategies. We help clients grow, preserve and transfer wealth through bespoke structures, premium financing and creative financial planning /u2013 all tailored to multigenerational goals.

Role overview

We are seeking a driven and client-focused Wealth Planning Consultant to join our advisory and sales team, specializing in high-net-worth (HNW) clientele. This role will focus on developing and managing business opportunities across the EMEA and Asia region, collaborating closely with private banks, family offices, and professional intermediaries.

The successful candidate will be instrumental in delivering sophisticated legacy planning and advanced financing strategies that incorporate life insurance as a key component. This position demands a combination of technical expertise, client engagement skills, and regional market understanding.

Role 1: Focus - Middle East & Geneva

Role 2: Focus - Southeast Asia & North Asia

Key responsibilities

Build & maintain strategic relationships

Develop and strengthen partnerships with private bankers, legal advisors, wealth managers, and tax consultants to position the firm as a trusted advisor in estate and legacy planning.

Drive business development

Identify and qualify prospective clients by working with referral sources. Provide consultative support to uncover client needs and develop customized life insurance and estate planning strategies.

Identify client opportunities

Work with referral sources to uncover HNW client needs and qualify opportunities. Lead planning discussions and provide tailored recommendations aligned with client goals and jurisdictional considerations.

Lead client engagements

Attend client meetings (both independently and with referral partners) to assess client goals, present holistic planning concepts, and explain how life insurance can support wealth preservation and succession planning.

Deliver bespoke planning solutions

Effectively communicate technical planning strategies to HNW clients in a manner that is professional, clear, and aligned with their family, business, and tax objectives.

Manage sales pipeline

Track and manage prospective client opportunities, ensuring timely follow-up, internal coordination, and progress reporting.

Partner enablement & training

Conduct training sessions and knowledge-sharing forums for bankers and other referral partners, enhancing their awareness of planning opportunities and equipping them to identify suitable prospects.

Qualifications & experience

Educational background

Bachelor/u2019s degree from a reputable institution. A background in law, finance, wealth planning, or business is preferred.

Industry experience

Minimum 5 years of relevant experience in estate planning, private banking, life insurance, or wealth advisory/u2014preferably with exposure to HNW clients across multiple jurisdictions.

Multilingual capability

For Middle East & Geneva Role: English (required), Arabic or French (preferred)

For Southeast Asia & North Asia Role: English (required), Mandarin (preferred)

Independent & entrepreneurial

Self-driven and able to work autonomously while aligning with broader team goals. Demonstrates initiative and a business development mindset.

Strong analytical & advisory skills

Ability to analyze complex family, tax, and succession situations and present solutions clearly and credibly to discerning clients and professionals.

Career-oriented & driven

Deep commitment to building a long-term career in estate planning and private wealth. Passionate about helping clients protect and transfer wealth across generations.

Why join us?

This is a unique opportunity to work at the intersection of private wealth, estate planning, and insurance in a regionally influential role. Based in DIFC/u2014one of the world's premier wealth hubs/u2014you will be at the forefront of developing bespoke legacy solutions for high-net-worth individuals across EMEA and Asia region.

Apply Now

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