Senior International Wealth Planner – Dubai

Titan Wealth Holdings Limited; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

Titan Wealth International is seeking a Senior Wealth Planner in Dubai to manage an established portfolio of about 200 clients and deliver ongoing financial planning and wealth management guidance.

You will collaborate with a supportive team to provide holistic advice across investments, pensions, retirement planning and international wealth considerations, with a focus on expatriate clients and cross-border compliance.

Qualifications

• US-qualified Financial Adviser
• Experience servicing US-connected clients and understanding international wealth planning
• Ability to relocate to Dubai
• Relevant financial planning qualifications

Responsibilities

• Manage and service an existing portfolio of approximately 200 clients
• Deliver holistic financial planning across investments, pensions, retirement planning and broader wealth needs
• Maintain and develop long-term client relationships
• Conduct client reviews and provide timely, suitable recommendations
• Identify opportunities to strengthen client relationships and support business growth
• Collaborate with Associates and Operations to ensure efficient delivery of advice
• Maintain regulatory compliance and client documentation
• Contribute to the culture and success of the Global Wealth Division

Skills

Client relationship

International wealth planning

Expatriate client servicing

Regulatory compliance

Communication skills

Education

Relevant financial planning qualifications

Job description

Titan Wealth International is seeking a Senior Wealth Planner in Dubai to manage an established portfolio of about 200 clients and deliver ongoing financial planning and wealth management guidance.

You will collaborate with a supportive team to provide holistic advice across investments, pensions, retirement planning and international wealth considerations, with a focus on expatriate clients and cross-border compliance.