Senior Wealth Planner (US Qualified)

Responsibilities

• Manage and service an existing portfolio of approximately 200 clients.
• Deliver holistic financial planning advice across investments, pensions, retirement planning and broader wealth management needs.
• Maintain and develop long-term client relationships.
• Conduct client reviews and provide timely, suitable recommendations.
• Identify opportunities to strengthen client relationships and support business growth.
• Work alongside Associates and support teams to ensure efficient delivery of advice and client servicing.
• Maintain high levels of regulatory compliance and client documentation.
• Contribute positively to the culture and success of the Global Wealth Division.

About the Role

As a Senior Wealth Planner, you will take responsibility for an established portfolio of clients, providing ongoing financial planning and wealth management advice whilst maintaining strong long-term relationships.

You will work closely with a dedicated support team and collaborate with Business Development Managers, Associates and Operations colleagues to deliver an outstanding client experience.

About you

• We are interested in speaking with experienced advisers who can demonstrate:
• Previous financial planning or wealth management experience.
• Experience working with international or expatriate clients.
• Strong relationship management and client servicing skills.
• Excellent communication and interpersonal abilities.
• The ability to manage an existing client bank and deliver high-quality ongoing advice.
• A collaborative approach and strong cultural fit.

Essential Requirements

US-qualified Financial Adviser

• Experience servicing US-connected clients and understanding the complexities associated with international wealth planning.
• Relevant financial planning qualifications.
• Ability to relocate to, or already be based in, Dubai.

Desirable Experience

International financial planning experience.

Expatriate advice experience.

Multi-jurisdiction wealth planning experience.

Additional technical qualifications or Chartered status.

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.