Head of Wealth Management

4 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates UnfoldHR Full time
Our client, a

prestigious multi-generational family office managing $5 billion in assets

, is seeking a

Wealth Strategist

to develop and implement

comprehensive financial strategies

that preserve and grow family wealth while upholding its legacy and values.
Role Overview

This is a high-impact role for a seasoned professional with deep expertise in

wealth management, tax planning, estate structuring, and philanthropy

. The Wealth Strategist will work closely with family principals, legal advisors, and investment teams to create integrated financial solutions tailored to the family's long-term goals.
Key Responsibilities

Design and implement

holistic wealth management strategies

aligned with the family's objectives
Collaborate with the

investment team

to ensure portfolio strategies support long-term wealth preservation and growth
Develop

tax-efficient wealth structures

across multiple jurisdictions and asset classes
Work with legal advisors to establish and refine

estate planning, succession, and wealth transfer strategies
Create

philanthropic frameworks

that align with the family's values and impact objectives
Conduct

scenario analyses and long-term financial modeling

for strategic decision-making
Provide

wealth education and governance

support to family members
Serve as a

trusted financial advisor

, offering insights on complex financial matters
What You Bring

10+ years

of experience in

wealth management, private banking, or family office advisory
Expertise in

investment strategies, tax planning, estate structuring, and alternative assets
Strong understanding of

private equity, real estate, hedge funds, and structured investments
Exceptional

analytical, financial modeling, and strategic planning skills
High

emotional intelligence, discretion, and ability to navigate complex family dynamics
CFA, CFP, JD, CPA, or other relevant certifications preferred
Proven experience working with

ultra-high-net-worth families
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