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Senior wealth planner
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Senior wealth planner
Titan Wealth Holdings3-5 Years
- Posted 3 hours ago
- Be among the first 10 applicants
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.
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
We're interested in speaking with client-focused professionals who combine strong technical expertise with outstanding relationship management skills.
Essential Requirements
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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
- 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
We're interested in speaking with client-focused professionals who combine strong technical expertise with outstanding relationship management skills.
Essential Requirements
- 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
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
More Info
Key Skills
CISI Level 4 qualified or equivalent
Financial planning principles
Investment solutions
About Company
