Senior Cross-Border Wealth Planner

Titan Wealth International; Dubai; Vor Ort; AED 180.000 - 240.000; Vollzeit

Zusammenfassung

Titan Wealth International, a CISI Chartered Status firm specializing in expat financial advice, seeks a US-qualified Financial Planner to manage an international client portfolio from Dubai. You will deliver cross-border wealth advice, oversee a substantial AUM, and work with dedicated support teams to optimize client outcomes.

Ideal candidates will have proven experience with international clients and cross-border regulations, ensuring compliant, sophisticated planning for expatriates and

Qualifikationen

• Experience handling international clients and cross-border wealth advice.
• Ability to navigate complex cross-border regulatory environments.
• Strong client relationship management and advisory capabilities.

Aufgaben

• Support a portfolio of about 200 international clients with ongoing financial planning.
• Manage USD 88.2 million in Assets Under Management (AUM).
• Provide cross-border wealth management and tailored financial advice.
• Foster client relationships and deliver exceptional outcomes with support from operations.

Kenntnisse

International client base

Cross-border regulations

Ausbildung

US-qualified Financial Planner

Jobbeschreibung

Titan Wealth International, a CISI Chartered Status firm specializing in expat financial advice, seeks a US-qualified Financial Planner to manage an international client portfolio from Dubai. You will deliver cross-border wealth advice, oversee a substantial AUM, and work with dedicated support teams to optimize client outcomes.

Ideal candidates will have proven experience with international clients and cross-border regulations, ensuring compliant, sophisticated planning for expatriates and