Senior Wealth Planner
Titan Wealth International (TWI) is looking for an ambitious and technically capable Senior Wealth Planner to join our growing Global Wealth Division in Dubai.
This is an exciting opportunity for an experienced financial planner who is passionate about delivering exceptional client outcomes, building long-term relationships, and helping clients navigate complex financial decisions. Working with high-net-worth individuals, you'll provide holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies.
The Opportunity
As a Senior Wealth Planner, you'll be responsible for managing and developing client relationships, delivering tailored financial planning solutions and ensuring clients remain on track to achieve their long-term financial objectives. You'll work closely with clients throughout their financial journey, providing ongoing advice, regular reviews and proactive support.
You'll also play an important role within the wider planning team, supporting colleagues through knowledge sharing, assisting with complex cases and helping maintain the high standards of service that our clients expect.
Key responsibilities
- Deliver holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies.
- Develop bespoke financial plans aligned to clients' objectives and circumstances.
- Manage and review client investment portfolios.
- Build strong, trusted relationships with high-net-worth clients.
- Act as a key point of contact for client enquiries and ongoing advice needs.
- Attend client meetings both virtually and in person.
- Prepare and maintain client documentation and annual planning reports.
- Ensure all client files, records and communications remain compliant and up to date.
- Work closely with providers, strategic partners and internal stakeholders.
- Support and mentor less experienced colleagues through technical guidance and knowledge sharing.
About you
- Minimum 3 years' experience within the financial services industry.
- Minimum 2 years' experience working within a Private Wealth or Financial Adviser environment.
- CISI Level 4 qualified (or equivalent).
- Strong understanding of financial planning principles and investment solutions.
- Excellent communication and relationship-building skills.
- A proactive, professional and client-centric approach.
- Additional professional qualifications.
- Diploma or degree-level education.
- Working towards CISI Level 6 or Chartered status.
- Experience working with international or expatriate clients.
We're interested in speaking with client-focused professionals who combine strong technical expertise with outstanding relationship management skills.