Wealth Planning Director

Titan Wealth Holdings Limited; Dubai; On-site; AED 550,000 - 900,000; Full time

Job summary

Titan Wealth International is seeking an experienced Wealth Planning Director to join our Dubai-based Global Wealth Division. You will lead complex client relationships, deliver bespoke financial planning across investments, retirement, protection and estate planning, and mentor colleagues in the planning team.

You’ll act as a technical expert, collaborate with senior stakeholders and contribute to the growth of our advice proposition while upholding the highest standards of service for

Qualifications

• Chartered Financial Planner status or CISI Level 6 qualification.
• Minimum five years' experience advising high-net-worth clients.
• Significant experience within a Private Wealth or Financial Adviser environment.
• Strong technical knowledge across financial planning disciplines.
• Genuine passion for coaching, mentoring and developing others.
• Excellent communication, relationship management and commercial skills.

Responsibilities

• Provide holistic financial planning across investments, retirement, protection and tax planning.
• Manage relationships with high-net-worth and complex clients.
• Create and implement tailored financial plans aligned to clients' objectives.
• Conduct regular client reviews and maintain comprehensive planning documentation.
• Monitor client portfolios and ongoing suitability.
• Build and maintain relationships with key stakeholders and partners.
• Ensure all client files and documentation comply with regulatory and company standards.
• Support and mentor Wealth Planners and Senior Wealth Planners.

Skills

Chartered Financial Planner

CISI Level 6

HNW advising

Private wealth

Coaching/mentoring

Education

Degree-level education

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’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.

At Titan Wealth International (TWI), we're looking for an experienced and commercially minded Wealth Planning Director to join our growing Global Wealth Division in Dubai.

This is an opportunity for an accomplished financial planner to work with high-net-worth individuals, providing sophisticated financial planning advice across investments, retirement planning, protection, estate planning and tax-efficient strategies. You'll manage complex client relationships, deliver tailored wealth solutions and play a key role in developing the next generation of advisers within the business.

The Opportunity

As a Wealth Planning Director, you'll be responsible for managing some of our most valuable and complex client relationships while delivering an exceptional client experience. You'll act as a trusted adviser, helping clients achieve their long-term financial goals through bespoke planning strategies and ongoing advice.

Alongside managing your own client portfolio, you'll serve as a technical expert within the planning team, mentoring colleagues, supporting complex case discussions and contributing to the continued development of our advice proposition.

Key Responsibilities

Key Responsibilities

• Provide holistic financial planning advice across investments, retirement, protection and tax planning.
• Manage and develop relationships with high-net-worth and complex clients.
• Create and implement tailored financial plans aligned to clients' objectives.
• Conduct regular client reviews and maintain comprehensive planning documentation.
• Monitor client portfolios and ensure ongoing suitability.
• Build and maintain strong relationships with key stakeholders, providers and strategic partners.
• Ensure all client files and documentation remain compliant with regulatory and company standards.
• Support and mentor Wealth Planners and Senior Wealth Planners within the team.
• Act as a technical reference point for complex advice cases.
• Contribute to the continuous improvement of advice quality, client experience and planning processes.

About you:

We are interested in speaking with experienced advisers who combine exceptional technical expertise with a passion for building long-term client relationships.

Essential requirements:

• Chartered Financial Planner status or CISI Level 6 qualification (or equivalent).
• Minimum of five years' experience advising high-net-worth clients.
• Significant experience within a Private Wealth or Financial Adviser environment.
• Strong technical knowledge across financial planning disciplines.
• A genuine passion for coaching, mentoring and developing others.
• Excellent communication, relationship management and commercial skills.

Desirable experience

• Experience advising internationally mobile or expatriate clients.
• Specialist qualifications in areas such as pensions, trusts, estate planning or international tax.
• Degree-level education.

At Titan Wealth International, you'll be part of a business that combines entrepreneurial spirit with the backing of a growing global wealth management organisation.

You’ll work alongside talented professionals, advise sophisticated clients and have the opportunity to influence the future direction of our wealth planning proposition. We offer a collaborative culture, ongoing professional development and the chance to build a truly rewarding career in an international environment.

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.