Senior Wealth Planner (US Qualified)

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 a leading provider of expat financial advice and wealth management, specialising in cross-border advice.

As the only international firm with dual accreditation, as a CISI Chartered Status firm and a CII International Professional Partner Partner Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.

Whether you'r pursuing long-term financial goals or navigating complex regulations, Titan Wealth International provides clear, informed guidance tailored to your needs. With transparent fees and a commitment to lasting relationships, our mission is to empower you with effective financial solutions.

Are you a US-qualified Financial Planner looking to work with an established international client base whilst enjoying the lifestyle and opportunities that Dubai has to offer

Titan Wealth's Global Wealth Division is seeking a Senior Wealth Planner to join the team in Dubai, supporting a well-established portfolio of approximately 200 clients, with USD 88.2 million Assets Under Management and generating USD 720,000 in annual gross fees.

The Global Wealth Division supports inherited client banks across multiple jurisdictions and provides ongoing advice to international clients. Advisers benefit from dedicated Associate, administration and operational support, allowing them to focus on delivering exceptional client outcomes and growing client relationships.

About The Role

As a Senior Wealth Planner, you will take responsibility for an established portfolio of clients, providing ongoing financial planning and wealth management advice whilst maintaining strong long-term relationships.

You will work closely with a dedicated support team and collaborate with Business Development Managers, Associates and Operations colleagues to deliver an outstanding client experience.

Key Responsibilities

• Manage and service an existing portfolio of approximately 200 clients
• Deliver holistic financial planning advice across investments, pensions, retirement planning and broader 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
• Work alongside Associates and support teams to ensure efficient delivery of advice and client servicing
• Maintain high levels of regulatory compliance and client documentation
• Contribute positively to the culture and success of the Global Wealth Division

About You

We are interested in speaking with experienced advisers who can demonstrate:

• Previous financial planning or wealth management experience
• Experience working with international or expatriate clients
• Strong relationship management and client servicing skills
• Excellent communication and interpersonal abilities
• The ability to manage an existing client bank and deliver high-quality ongoing advice
• A collaborative approach and strong cultural fit

Essential Requirements

• US-qualified Financial Adviser
• Experience servicing US-connected clients and understanding the complexities associated with international wealth planning
• Relevant financial planning qualifications
• Ability to relocate to, or already be based in, Dubai

Desirable Experience

• International financial planning experienceExpatriate advice experience
• Multi-jurisdiction wealth planning experience
• Additional technical qualifications or Chartered status

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.