Director Wealth Planning & Family Advisory

Dubai, DU, AE, United Arab Emirates

Job Description

Job ID: 42547


Location: Dubai, AE


Area of interest: Private Banking & Wealth Management


Job type: Regular Employee


Work style: Office Working


Opening date: 20 Oct 2025



Job Summary


Business development and client acquisitions to Private Bank Generate potential leads from Private Bank Generate potential leads from other parts of bank e.g Commercial Clients Abilities to convert leads into sales Be able to handle Private Banking clients on estate planning needs and enquiries and apply various wealth planning solutions (e.g. legal/tax advisory, trust, insurance, immigration solutions) as planning tools to assist the client to achieve the wealth and succession planning To achieve annual performance target (e.g. Net New Money/Revenue help bring to the bank) Helping Relationship Managers to understand benefits of estate planning structures and in the administrative and technical aspects of these structures. Traveling with Relationship Managers is expected to meet with prospects and to service existing clients. To assist Relationship Managers in building strong relationships with their clients To work into building good relationship with intermediaries, e.g. insurance brokers, accountants, lawyers and other 3rd party professionals to deliver holistic solutions to Private Banking clients Work closely with the Head of WP & FA as well as Regional / Country management to promote WP & FA capabilities. Assist with the management of key external relationships e.g. with approved Insurance brokers, trustees, accounting firms, tax advisors, immigration specialists

Key Responsibilities


Strategy


Awareness and understanding of the Group's business strategy and being able to support the initiatives and deliver results.

Business


Deliver financial results (personal sales target) and assist the WP team to achieve the team target. Be able to awareness and understand the wider business, economic and market environment in which the Group operates and able to adapt and perform.

Processes


Be responsible and compliance to business risk framework and follow the process diligently

People & Talent


Work in collaboration with the WP team and other stakeholders of PvB (e.g. RMs, IAs, SPOKE and other support function of PvB)

Risk Management


Responsible to be aware and understand the main risks facing the Group/Pvb and the role the individual plays in managing them.

Regulatory & Business Conduct


Display exemplary conduct and live by the Group's Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the Dubai PvB's Wealth Planning Team to achieve the outcomes set out in the Bank's Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders


Global Head of Wealth Planning & Family Advisory Head of Wealth Planning & Family Advisory, Singapore Head of SC Trust Wealth Solutions Product teams in Singapore Regional Head / Market Heads Senior Client Partner / Team Leaders Head of Client Services Manager Client Service Managers Product Specialists and dedicated functional partners Relevant Front office colleagues External Tax and Legal Firms Market Counterparts External insurance brokers

Other Responsibilities


Embed Here for good and Group's brand and values in DIFC, DUBAI PvB's Wealth Planning Team Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures;

Skills and Experience


Relationship Management Market Knowledge (SIF) Products and Processes Strategy and Business Model (SIF) Manage Conduct Manage Risk

Qualifications


Academic or Professional Education/Qualifications -University Graduate with a Legal qualification preferred. Licenses and Certifications/accreditations - as required by role remit and responsibility. Professional Memberships - Relevant STEP or ICSA and valid Qualification/ Membership (preferred) Bank training, i.e. mandatory & developmental Demonstrable and relevant experience in the Fiduciary / Private Banking industry commensurate with this remit and level of responsibility. Languages - fluency in business English other languages will be an advantage. Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility Proven risk management capabilities Firm in all business guidelines and compliance issues Sound knowledge of financial markets and investment products Outstanding communication and presentation skills

Other relevant requirements:
With at least 5 years of experience working in Trust and Estate advisory for high-net-worth sector. Must have understandings of basic regulatory/tax regimes in GSAC and MENAP countries. Travel is required.

About Standard Chartered



We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:

Do the right thing

and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

Never settle,

continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

Are better together,

we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer


In line with our Fair Pay Charter,

we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance,

with flexible and voluntary benefits available in some locations.

Time-off

including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

Flexible working

options based around home and office locations, with flexible working patterns.

Proactive wellbeing support

through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

A continuous learning culture

to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

Being part of an inclusive and values driven organisation,

one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
www.sc.com/careers

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Job Detail

  • Job Id
    JD2093903
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, DU, AE, United Arab Emirates
  • Education
    Not mentioned