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.
At Titan Wealth International (TWI), we're looking for an experienced and commercially minded Wealth Planning Director to join our growing Global Wealth Division in Dubai.
This is an opportunity for an accomplished financial planner to work with high-net-worth individuals, providing sophisticated financial planning advice across investments, retirement planning, protection, estate planning and tax-efficient strategies. You'll manage complex client relationships, deliver tailored wealth solutions and play a key role in developing the next generation of advisers within the business.
The OpportunityAs 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.
Key Responsibilities
- 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.
About you:
- 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.
We are interested in speaking with experienced advisers who combine exceptional technical expertise with a passion for building long-term client relationships.
Essential requirements:
Desirable experience
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.
Skills Required
- Chartered Financial Planner status or CISI Level 6 qualification, or equivalent
- At least five years of experience advising high-net-worth clients
- Significant experience in a private wealth or financial adviser environment
- Strong technical knowledge across financial planning disciplines
- Passion for coaching, mentoring, and developing others
- Excellent communication, relationship management, and commercial skills
- Experience advising internationally mobile or expatriate clients
- Specialist qualifications in pensions, trusts, estate planning, or international tax
- Degree-level education
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.
