Global Wealth Planner – Dubai, HNW Client Focus

Titan Wealth; Dubai; On-site; AED 200,000 - 320,000; Full time

Benefits offered by this job

Professional development

International exposure

Career advancement

Client-focused culture

Job summary

Titan Wealth International is seeking a Wealth Planner to join its Global Wealth Division in Dubai. You will manage a portfolio of high-net-worth expatriate clients, delivering tailored financial planning and cross-border guidance while collaborating with experienced advisers.

This opportunity offers exposure to international clients, ongoing CPD, and a path toward CISI Level 6 or Chartered status with strong support and a culture of accountability.

Qualifications

• CISI Level 4 qualification (or equivalent) required.
• At least 1 year of experience in financial services in a client-facing/advisory role.
• Demonstrated commitment to ongoing professional development.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational ability.
• Professional, ethical and client-focused approach.

Responsibilities

• Build and develop long-term relationships with an allocated portfolio of clients.
• Deliver advice across investments, retirement planning, protection and tax-efficient planning strategies.
• Conduct regular client reviews and support clients in achieving long-term financial goals.
• Create personalised financial plans tailored to individual client circumstances.
• Manage investment portfolios in line with client objectives and company investment strategies.
• Act as a day-to-day contact for clients, providing ongoing service.
• Attend client meetings both independently and alongside senior advisers.
• Maintain accurate client documentation, suitability reports and file notes.
• Work closely with providers, partners and internal stakeholders.
• Ensure all advice and client records remain compliant with regulations.
• Continue developing professional knowledge through training and CPD activities.

Skills

CISI Level 4

Client-facing experience

Relationship-building

Communication

Professional development

Ethical approach

Education

CISI Level 4

Degree-level education

Job description

Titan Wealth International is seeking a Wealth Planner to join its Global Wealth Division in Dubai. You will manage a portfolio of high-net-worth expatriate clients, delivering tailored financial planning and cross-border guidance while collaborating with experienced advisers.

This opportunity offers exposure to international clients, ongoing CPD, and a path toward CISI Level 6 or Chartered status with strong support and a culture of accountability.