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.
Are you a US-qualified Financial Planner looking to work with an established international client base whilst enjoying the lifestyle and opportunities that Dubai has to offer?
Titan Wealth's Global Wealth Division is seeking a Senior Wealth Planner to join the team in Dubai, supporting a well-established portfolio of approximately 200 clients, with USD 88.2 million Assets Under Management and generating USD 720,000 in annual gross fees.
The Global Wealth Division supports inherited client banks across multiple jurisdictions and provides ongoing advice to international clients. Advisers benefit from dedicated Associate, administration and operational support, allowing them to focus on delivering exceptional client outcomes and growing client relationships.
About the Role
- 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.
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.
Key ResponsibilitiesAbout you
- 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.
We are interested in speaking with experienced advisers who can demonstrate:
Skills Required
- US-qualified Financial Adviser
- Experience servicing US-connected clients
- Understanding of international wealth planning complexities
- Relevant financial planning qualifications
- Ability to relocate to or already be based in Dubai
- 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
- Ability to manage an existing client bank and deliver ongoing advice
- Collaborative approach and strong cultural fit
- International financial planning experience
- Expatriate advice experience
- Multi-jurisdiction wealth planning experience
- Additional technical qualifications or Chartered status
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
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