Senior Wealth Planner (US Qualified)

Titan Wealth International; Dubai; On-site; AED 180,000 - 240,000; Full time

Job summary

Titan Wealth International, a CISI Chartered Status firm specializing in expat financial advice, seeks a US-qualified Financial Planner to manage an international client portfolio from Dubai. You will deliver cross-border wealth advice, oversee a substantial AUM, and work with dedicated support teams to optimize client outcomes.

Ideal candidates will have proven experience with international clients and cross-border regulations, ensuring compliant, sophisticated planning for expatriates and

Qualifications

• Experience handling international clients and cross-border wealth advice.
• Ability to navigate complex cross-border regulatory environments.
• Strong client relationship management and advisory capabilities.

Responsibilities

• Support a portfolio of about 200 international clients with ongoing financial planning.
• Manage USD 88.2 million in Assets Under Management (AUM).
• Provide cross-border wealth management and tailored financial advice.
• Foster client relationships and deliver exceptional outcomes with support from operations.

Skills

International client base

Cross-border regulations

Education

US-qualified Financial Planner

Job description

Responsibilities

• Support a well-established portfolio of approximately 200 international clients
• Manage USD 88.2 million in Assets Under Management (AUM)
• Provide ongoing cross-border financial advice and wealth management
• Focus on delivering exceptional client outcomes and growing client relationships
• Utilize dedicated Associate, administration, and operational support to optimize client service

Requirements

• US-qualified Financial Planner
• Experience working with international client bases
• Ability to navigate complex cross-border regulations

About the Company

Titan Wealth International is a leading provider of expat financial advice and wealth management, specializing in cross-border advice. As a CISI Chartered Status firm and a CII International Professional Partner Firm, they are committed to delivering trusted advice and the highest standards of service.