Senior Wealth Planner

About the role

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. The role operates within an inclusive, diverse team that leverages advanced tools, including AI‑assisted processes, to enhance service quality.

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

Required profile

• 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

Required skills

• CISI Level 4 qualified or equivalent
• Financial planning principles
• Investment solutions