Dubai-based Global Wealth Planning Director

Titan Wealth Holdings Limited; Dubai; On-site; AED 550,000 - 900,000; Full time

Job summary

Titan Wealth International is seeking an experienced Wealth Planning Director to join our Dubai-based Global Wealth Division. You will lead complex client relationships, deliver bespoke financial planning across investments, retirement, protection and estate planning, and mentor colleagues in the planning team.

You’ll act as a technical expert, collaborate with senior stakeholders and contribute to the growth of our advice proposition while upholding the highest standards of service for

Qualifications

• Chartered Financial Planner status or CISI Level 6 qualification.
• Minimum five years' experience advising high-net-worth clients.
• Significant experience within a Private Wealth or Financial Adviser environment.
• Strong technical knowledge across financial planning disciplines.
• Genuine passion for coaching, mentoring and developing others.
• Excellent communication, relationship management and commercial skills.

Responsibilities

• Provide holistic financial planning across investments, retirement, protection and tax planning.
• Manage relationships with high-net-worth and complex clients.
• Create and implement tailored financial plans aligned to clients' objectives.
• Conduct regular client reviews and maintain comprehensive planning documentation.
• Monitor client portfolios and ongoing suitability.
• Build and maintain relationships with key stakeholders and partners.
• Ensure all client files and documentation comply with regulatory and company standards.
• Support and mentor Wealth Planners and Senior Wealth Planners.

Skills

Chartered Financial Planner

CISI Level 6

HNW advising

Private wealth

Coaching/mentoring

Education

Degree-level education

Job description

Titan Wealth International is seeking an experienced Wealth Planning Director to join our Dubai-based Global Wealth Division. You will lead complex client relationships, deliver bespoke financial planning across investments, retirement, protection and estate planning, and mentor colleagues in the planning team.

You’ll act as a technical expert, collaborate with senior stakeholders and contribute to the growth of our advice proposition while upholding the highest standards of service for