Wealth Planning Director

Titan Wealth International; Dubai; On-site; AED 300,000 - 500,000; Full time

Job summary

Titan Wealth International is seeking a senior wealth advisory professional to manage high-net-worth client relationships and deliver bespoke financial planning strategies for expatriates and cross-border clients.

The role focuses on providing comprehensive advice across investments, retirement, protection, and estate planning, acting as a technical expert within the planning team, and mentoring colleagues to enhance the firm’s wealth proposition.

Qualifications

• Experienced and commercially minded professional.
• Accomplished financial planner with expertise in complex wealth solutions.
• Ability to manage complex client relationships and deliver tailored solutions.

Responsibilities

• Manage high-net-worth client relationships and deliver exceptional client experience.
• Provide sophisticated financial planning advice across investments, retirement, protection, and estate planning.
• Act as a trusted adviser helping clients achieve long-term financial goals through bespoke strategies.
• Serve as a technical expert within the planning team.
• Mentor colleagues and support complex case discussions.
• Contribute to the continued development of the advice proposition.

Skills

Wealth management

Financial planning

Client relationships

Advisory services

Job description

Responsibilities

• Manage high-net-worth client relationships and deliver exceptional client experience
• Provide sophisticated financial planning advice across investments, retirement, protection, and estate planning
• Act as a trusted adviser helping clients achieve long-term financial goals through bespoke strategies
• Serve as a technical expert within the planning team
• Mentor colleagues and support complex case discussions
• Contribute to the continued development of the advice proposition

Requirements

• Experienced and commercially minded professional
• Accomplished financial planner with expertise in complex wealth solutions
• Ability to manage complex client relationships and deliver tailored solutions

About the Company

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 Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.