Senior Expat Wealth Planner (Dubai) – US-Client Focus

Titan Wealth Holdings Limited; Dubai; On-site; AED 441,000 - 661,000; Full time

Job summary

Titan Wealth International in Dubai seeks an experienced Senior Wealth Planner to service an established portfolio of US-connected expatriate clients, delivering comprehensive financial planning and wealth management. You will work with a dedicated support team to provide ongoing advice, reviews, and tailored solutions while maintaining regulatory compliance and strong client relationships.

Relocation to Dubai is required.

Qualifications

• US-qualified Financial Adviser.
• Experience servicing US-connected clients and intl wealth planning.
• Strong relationship management and client servicing skills.
• Excellent communication and interpersonal abilities.
• Ability to relocate to Dubai.

Responsibilities

• Manage and service an existing portfolio of ~200 clients.
• Deliver holistic financial planning across investments and retirement.
• Maintain long-term client relationships and conduct reviews.
• Provide timely, suitable recommendations and cross-sell opportunities.
• Ensure regulatory compliance and thorough client documentation.

Skills

US-qualified Financial Adviser

Relationship management

Expatriate/intl client servicing

Excellent communication

Team collaboration

Job description

Titan Wealth International in Dubai seeks an experienced Senior Wealth Planner to service an established portfolio of US-connected expatriate clients, delivering comprehensive financial planning and wealth management. You will work with a dedicated support team to provide ongoing advice, reviews, and tailored solutions while maintaining regulatory compliance and strong client relationships.

Relocation to Dubai is required.