Dubai Wealth Planning Director - Expat & UK Expert

Titan Wealth; Dubai; On-site; AED 300,000 - 500,000; Full time

Job summary

Titan Wealth International, based in Dubai, is seeking an experienced Wealth Planning Director to manage valuable client relationships and deliver bespoke planning strategies within our Global Wealth Division.

You will mentor colleagues, serve as a technical expert, and contribute to evolving our advice proposition. UK market experience and regulatory knowledge are highly valued; visa sponsorship is available for relocation from the UK, with candidate covering relocation costs.

Qualifications

• Minimum of 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.

Responsibilities

• Provide holistic financial planning advice 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 comprehensive planning documentation.
• Monitor client portfolios and ensure ongoing suitability.
• Build and maintain strong relationships with key stakeholders, providers and strategic partners.
• Ensure all client files and documentation remain compliant with regulatory and company standards.
• Support and mentor Wealth Planners and Senior Wealth Planners within the team.
• Act as a technical reference point for complex advice cases.
• Contribute to the continuous improvement of advice quality, client experience and planning processes.

Skills

Relationship management

Client advisory

Mentoring

Communication

Financial planning knowledge

Education

Degree-level education

Chartered Financial Planner / CISI Level 6

Job description

Titan Wealth International, based in Dubai, is seeking an experienced Wealth Planning Director to manage valuable client relationships and deliver bespoke planning strategies within our Global Wealth Division.

You will mentor colleagues, serve as a technical expert, and contribute to evolving our advice proposition. UK market experience and regulatory knowledge are highly valued; visa sponsorship is available for relocation from the UK, with candidate covering relocation costs.