About this Senior Wealth Planner role at Titanwh
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.
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
About you
We're interested in speaking with client-focused professionals who combine strong technical expertise with outstanding relationship management skills.
Essential Requirements
Desirable Experience
This is more than just a Wealth Planner role. It's an opportunity to accelerate your professional development within a business that is investing heavily in its people, technology and client proposition.
You'll benefit from:
- Exposure to high-net-worth and international clients.
- Ongoing professional development and support towards further qualifications.
- Collaboration with experienced Wealth Planning Directors and Senior Wealth Planners.
- A dynamic, fast-growing wealth management business with ambitious growth plans.
- A culture built around accountability, collaboration and delivering outstanding client outcomes.