Dubai-Based Wealth Planning Director

Titan Wealth Holdings Limited; Dubai; Vor Ort; AED 450.000 - 900.000; Vollzeit

Zusammenfassung

Titan Wealth International in Dubai is seeking an experienced Wealth Planning Director to lead our Global Wealth Division. You will manage high-net-worth client relationships and deliver bespoke planning strategies, acting as a technical advisor within the team.

With a track record in the UK wealth management market, you will mentor colleagues, strengthen client outcomes and help evolve our advice proposition in an international context.

Qualifikationen

• Chartered Financial Planner status or CISI Level 6 qualification (or equivalent).
• Minimum five years' experience advising high-net-worth clients.
• Strong technical knowledge across financial planning disciplines.
• Experience coaching, mentoring and developing others.

Aufgaben

• Provide holistic financial planning across investments, retirement, protection and tax planning.
• Manage and develop relationships with high-net-worth and complex clients.
• Create and implement tailored financial plans aligned to clients' objectives.
• Conduct regular client reviews and maintain planning documentation.
• Mentor Wealth Planners and contribute to the ongoing development of the advice proposition.

Kenntnisse

High-net-worth client advisory

Coaching & mentoring

Communication & relationship mgmt

Commercial awareness

Ausbildung

Chartered Financial Planner status or CISI Level 6 qualification

Degree-level education

Jobbeschreibung

Titan Wealth International in Dubai is seeking an experienced Wealth Planning Director to lead our Global Wealth Division. You will manage high-net-worth client relationships and deliver bespoke planning strategies, acting as a technical advisor within the team.

With a track record in the UK wealth management market, you will mentor colleagues, strengthen client outcomes and help evolve our advice proposition in an international context.