Senior Expat Wealth Planner – Global Advisory

Titan Wealth Holdings Limited; Dubai; On-site; AED 240,000 - 360,000; Full time

Job summary

Titan Wealth International in Dubai is seeking a Senior Wealth Planner to manage and develop client relationships, delivering tailored financial planning solutions and ongoing advice to high-net-worth clients. You will work with a knowledgeable planning team to ensure comprehensive wealth management and regulatory compliance.

You will mentor colleagues, share expertise, and contribute to a growing international division focused on cross-border wealth strategies and exceptional client outcomes.

Qualifications

• Minimum 3 years' experience in financial services.
• Minimum 2 years in Private Wealth or Financial Adviser environment.
• CISI Level 4 qualification or equivalent.

Responsibilities

• Deliver holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies.
• Develop bespoke financial plans aligned to clients' objectives and circumstances.
• Manage and review client investment portfolios.
• Build strong, trusted relationships with high-net-worth clients.
• Act as a key point of contact for client enquiries and ongoing advice needs.
• Attend client meetings both virtually and in person.
• Prepare and maintain client documentation and annual planning reports.
• Ensure all client files and communications are compliant and up to date.

Skills

Relationship management

Financial planning

Communication

Client-focused

Education

CISI Level 4 or equivalent

Diploma or degree-level education

Working towards CISI Level 6 or Chartered status

Job description

Titan Wealth International in Dubai is seeking a Senior Wealth Planner to manage and develop client relationships, delivering tailored financial planning solutions and ongoing advice to high-net-worth clients. You will work with a knowledgeable planning team to ensure comprehensive wealth management and regulatory compliance.

You will mentor colleagues, share expertise, and contribute to a growing international division focused on cross-border wealth strategies and exceptional client outcomes.