Wealth Planning Expert

2 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates UnfoldHR Full time

We are seeking a Wealth Planning Expert to join our team at UnfoldHR. As a trusted advisor, you will work closely with high-net-worth families to develop and implement comprehensive financial strategies that preserve and grow their wealth.

Job Requirements

The ideal candidate will have a strong understanding of wealth management, tax planning, estate structuring, and philanthropy. You will collaborate with family principals, legal advisors, and investment teams to create integrated financial solutions tailored to the family's long-term goals.

Key Responsibilities:

  1. Design and implement holistic wealth management strategies aligned with the family's objectives
  2. Collaborate with the investment team to ensure portfolio strategies support long-term wealth preservation and growth
  3. Develop tax-efficient wealth structures across multiple jurisdictions and asset classes
  4. Work with legal advisors to establish and refine estate planning, succession, and wealth transfer strategies
  5. Develop philanthropic frameworks that align with the family's values and impact objectives
  6. Conduct scenario analyses and long-term financial modeling for strategic decision-making

Requirements:

  1. 10+ years of experience in wealth management, private banking, or family office advisory
  2. Expertise in investment strategies, tax planning, estate structuring, and alternative assets
  3. Strong understanding of private equity, real estate, hedge funds, and structured investments
  4. Exceptional analytical, financial modeling, and strategic planning skills
  5. High emotional intelligence, discretion, and ability to navigate complex family dynamics
  6. CFA, CFP, JD, CPA, or other relevant certifications preferred
  7. Proven experience working with ultra-high-net-worth families


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