Senior International Wealth Planner – Dubai

Titanwh; Dubai; On-site; AED 661,000 - 1,322,000; Full time

Job summary

Titan Wealth International in Dubai is seeking a Senior Wealth Planner to manage an established portfolio of around 200 expatriate clients. You will deliver holistic financial planning, focusing on investments, pensions, and retirement alongside comprehensive wealth management advice.

The role emphasizes strong client relationships, regulatory compliance, and collaboration with a dedicated support team to grow client outcomes and assets under management. Relocation to Dubai is required.

Qualifications

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

Responsibilities

• Manage and service an existing portfolio of approximately 200 clients.
• Deliver holistic financial planning advice across investments, pensions, retirement planning and wealth management 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

Relationship management

Client servicing

Expatriate experience

Communication skills

Financial planning

Education

US financial adviser qualification

Job description

Titan Wealth International in Dubai is seeking a Senior Wealth Planner to manage an established portfolio of around 200 expatriate clients. You will deliver holistic financial planning, focusing on investments, pensions, and retirement alongside comprehensive wealth management advice.

The role emphasizes strong client relationships, regulatory compliance, and collaboration with a dedicated support team to grow client outcomes and assets under management. Relocation to Dubai is required.