Wealth Planning Director - Dubai

United Arab Emirates·DubaiPerm, Full Timeexecutive

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Quick Summary

Overview

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,

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Responsibilities

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Candidates should therefore be comfortable and financially able to facilitate their own relocation to Dubai, while Titan Wealth International will provide support with visa sponsorship and the employment onboarding process.

→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.

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

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.

Requirements

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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.

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.