Senior Wealth Planner – US Qualified (Dubai)

About the role

Titan Wealth International is seeking a US‑qualified Senior Wealth Planner to join its Global Wealth Division in Dubai. You will manage an established portfolio of roughly 200 expatriate clients with USD 88.2 million in assets, delivering comprehensive financial planning and wealth management advice.

Key responsibilities

• Manage and service an existing portfolio of approximately 200 clients.
• Provide holistic financial planning across investments, pensions, retirement planning and broader wealth management needs.
• Maintain and develop long‑term client relationships through regular reviews and timely recommendations.
• Identify growth opportunities and support business development initiatives.
• Collaborate with Associates, Business Development Managers and Operations teams to ensure efficient service delivery.
• Uphold high standards of regulatory compliance and maintain accurate client documentation.

Required profile

• US‑qualified Financial Adviser with experience servicing US‑connected clients.
• Proven financial planning or wealth management experience, preferably with international or expatriate clients.
• Strong relationship‑management and client‑servicing skills.
• Excellent communication and interpersonal abilities.
• Ability to relocate to or already be based in Dubai.

Required skills

• Retirement planning
• Wealth management
• Pensions
• Financial planning
• Regulatory compliance