Dubai-Based Senior Wealth Planner (US-Qualified Expat)

Titan Wealth; Dubai; In loco; AED 300.000 - 600.000; Tempo pieno

Descrizione del lavoro

Titan Wealth International in Dubai is seeking a Senior Wealth Planner to take responsibility for an established portfolio of approximately 200 clients, with USD 88.2 million Assets Under Management and USD 720,000 in annual gross fees.

You will deliver holistic financial planning across investments, pensions and broader wealth needs, work with a dedicated support team, and maintain strong, long‑term client relationships.

Competenze

• Experience in financial planning or wealth management.
• Experience servicing international or expatriate clients.
• Ability to relocate to Dubai.

Mansioni

• Manage and service an existing portfolio of approximately 200 clients.
• Deliver holistic financial planning across investments, pensions and wealth management.
• Maintain and develop long-term client relationships.
• Conduct client reviews and provide timely recommendations.
• Ensure regulatory compliance and proper client documentation.

Formazione

US-qualified Financial Adviser

Descrizione del lavoro

Titan Wealth International in Dubai is seeking a Senior Wealth Planner to take responsibility for an established portfolio of approximately 200 clients, with USD 88.2 million Assets Under Management and USD 720,000 in annual gross fees.

You will deliver holistic financial planning across investments, pensions and broader wealth needs, work with a dedicated support team, and maintain strong, long‑term client relationships.