Global Wealth Planner for Expats & HNWIs

Titan Wealth Holdings Limited; Dubai; On-site; AED 180,000 - 300,000; Full time

Benefits offered by this job

HNWI exposure

Professional development

Mentorship by senior planners

Growth culture and collaboration

Client-focused performance environment

Job summary

Titan Wealth International in Dubai seeks a client-focused Wealth Planner to join our Global Wealth Division. You will manage a portfolio of high-net-worth clients, delivering tailored financial planning and investment strategies while developing expertise with seasoned advisers and industry specialists.

The role offers exposure to international clients, ongoing professional development, and collaboration with Wealth Planning Directors in a dynamic, growth-focused firm.

Qualifications

• CISI Level 4 qualified (or equivalent).
• Minimum one year's experience within the financial services sector in a client-facing or advisory support role.
• Commitment to continued professional development.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational ability.
• Professional, ethical and client-focused approach.

Responsibilities

• Build and manage an allocated portfolio of clients.
• Deliver compliant financial planning advice across investments, retirement, protection and tax-efficient planning.
• Conduct regular client reviews and support long-term financial goals.
• Create personalised financial plans tailored to client circumstances.
• Manage investment portfolios in line with objectives and company strategy.
• Act as day-to-day contact for clients and provide ongoing service.
• Attend client meetings with senior advisers and maintain file notes.

Skills

Communication skills

Relationship management

Attention to detail

Education

CISI Level 4 or equivalent

Degree-level education

Job description

Titan Wealth International in Dubai seeks a client-focused Wealth Planner to join our Global Wealth Division. You will manage a portfolio of high-net-worth clients, delivering tailored financial planning and investment strategies while developing expertise with seasoned advisers and industry specialists.

The role offers exposure to international clients, ongoing professional development, and collaboration with Wealth Planning Directors in a dynamic, growth-focused firm.