Estate Planning Manager

🌟 We're Hiring: Estate Planning Manager

📍 Location: United Arab Emirates (Remote)

🕒 Employment Type: Full-Time

💼 Experience Level: Mid-Level to Senior

🌐 Work Arrangement: Fully Remote

About Us

We are a client-focused financial and professional services organization dedicated to helping individuals, families, and business owners preserve and transfer wealth through comprehensive estate planning solutions. Our distributed teams collaborate across Wealth Management, Financial Planning, Legal, Tax Advisory, Trust Services, Investment Management, Risk Management, Compliance, Client Relationship Management, and Executive Leadership to deliver tailored strategies that protect client assets and support long-term financial goals.

The Role

We are seeking an experienced Estate Planning Manager to lead estate planning services, client advisory initiatives, wealth transfer strategies, and fiduciary planning programs. The ideal candidate will oversee estate planning engagements, trust and succession strategies, regulatory compliance, client relationship management, and cross-functional collaboration while ensuring customized, compliant, and value-driven estate planning solutions.

Key Responsibilities

• Develop and implement estate planning strategies, advisory frameworks, and client service standards aligned with organizational objectives and client wealth preservation goals.
• Lead estate planning engagements involving wills, trusts, succession planning, wealth transfer, charitable giving, family governance, and business succession strategies.
• Collaborate with Wealth Management, Financial Planning, Legal, Tax Advisory, Trust Services, Investment Management, Risk Management, Compliance, Client Relationship Management, and Executive Leadership to deliver integrated client solutions.
• Assess client financial circumstances, family structures, business interests, asset portfolios, and long-term objectives to develop tailored estate planning recommendations.
• Coordinate the preparation and review of estate planning documents, trusts, powers of attorney, healthcare directives, beneficiary arrangements, and related legal documentation with qualified legal professionals.
• Advise clients on estate preservation strategies, tax-efficient wealth transfer, trust administration considerations, philanthropic planning, and succession planning opportunities.
• Build and maintain trusted relationships with high-net-worth individuals, families, business owners, family offices, trustees, legal advisors, accountants, and financial professionals.
• Monitor legislative, regulatory, tax, and fiduciary developments affecting estate planning practices and recommend appropriate planning adjustments.
• Support trust administration activities, estate settlement coordination, beneficiary communications, and ongoing estate review processes where applicable.
• Monitor key performance indicators (KPIs) including client satisfaction, estate planning engagement completion, client retention, referral growth, compliance performance, planning accuracy, revenue growth, and service quality.
• Conduct estate planning reviews, risk assessments, policy evaluations, regulatory compliance audits, benchmarking studies, and continuous improvement initiatives.
• Ensure compliance with UAE regulations, fiduciary responsibilities, anti-money laundering (AML) requirements, Know Your Customer (KYC) standards, data privacy regulations, ethical standards, and organizational governance policies.
• Manage estate planning budgets, client relationship management (CRM) platforms, financial planning software, document management systems, external legal partnerships, and strategic advisory initiatives.
• Drive digital transformation through artificial intelligence (AI)-powered financial analysis, estate planning analytics, intelligent document management, workflow automation, client engagement technologies, and business intelligence solutions.
• Utilize Salesforce Financial Services Cloud, Microsoft Dynamics 365, Oracle, Microsoft 365, Power BI, Tableau, financial planning software, CRM platforms, document management systems, and wealth management technologies to optimize advisory services and generate actionable insights.
• Prepare executive reports, estate planning analyses, client strategy presentations, wealth transfer recommendations, compliance summaries, and strategic updates for senior leadership.
• Lead, mentor, and develop estate planning advisors, wealth consultants, client relationship managers, and cross-functional teams while fostering a culture of professionalism, integrity, collaboration, client service, and continuous improvement.

Requirements

• Bachelor's degree in Finance, Financial Planning, Business Administration, Law, Accounting, Economics, or a related field.
• Master's degree in Business Administration (MBA), Finance, Taxation, Law, Wealth Management, or a related discipline is highly advantageous.
• Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP), Certified Trust and Fiduciary Advisor (CTFA), CPA, STEP membership, or equivalent are preferred.
• Minimum 5 years of experience in estate planning, wealth management, trust services, financial planning, private banking, tax advisory, or related roles.
• At least 2 years of experience managing estate planning services, wealth advisory teams, client relationship portfolios, or fiduciary planning programmes preferred.
• Strong understanding of estate planning principles, wealth transfer strategies, trusts, succession planning, financial planning, fiduciary responsibilities, tax planning concepts, risk management, and regulatory compliance.
• Experience with Salesforce Financial Services Cloud, Microsoft Dynamics 365, Microsoft Office Suite, Power BI, Tableau, CRM platforms, financial planning software, wealth management platforms, and document management systems.
• Familiarity with AI-powered financial planning tools, predictive wealth analytics, intelligent document processing, digital client engagement platforms, workflow automation, and advanced wealth management technologies is highly advantageous.
• Strong leadership, communication, stakeholder management, analytical thinking, relationship management, project management, organizational, and problem-solving skills.
• Ability to manage multiple estate planning engagements while balancing client objectives, regulatory requirements, confidentiality obligations, timelines, and organizational priorities.
• Ability to work effectively in a remote environment with distributed financial advisors, legal professionals, tax specialists, trustees, executives, and global stakeholders, with occasional travel for client meetings, industry conferences, planning workshops, and strategic business engagements as required.

What We Offer

• Fully remote work arrangement with flexible collaboration across global wealth management and financial advisory teams.
• Competitive compensation package with performance-based incentives.
• Comprehensive health and wellness benefits.
• Professional development and estate planning leadership growth opportunities.
• Exposure to AI-powered wealth management technologies, advanced financial planning platforms, intelligent advisory tools, and next-generation client engagement solutions.
• Collaborative culture focused on integrity, client trust, innovation, accountability, and continuous improvement.
• Opportunity to help clients preserve wealth, protect their legacy, and achieve long-term financial objectives through exceptional estate planning and advisory services.