Senior Wealth Planner (US Qualified)

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 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 aCISI Chartered Statusfirm and aCII 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’re 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.

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.

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 experience.
• Expatriate 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.