Wealth Planner

Titan Wealth International · Dubai

On-site · DubaiFull TimeMid LevelFinance & Banking
Posted 1d ago

Why we think you can apply

Employer country
United Arab Emirates · Dubai
Hiring model
UAE-based role · the employer hires in the UAE
Work from
Dubai · on-site
Time-zone overlap
Gulf Standard Time · none needed

Posted 1 day ago · apply link checked 8 hours ago

About the role

Responsibilities

  • Manage a portfolio of high-net-worth clients
  • Support the implementation, review, and ongoing management of financial strategies
  • Work closely with Senior Wealth Planners and Wealth Planning Directors
  • Deliver tailored financial planning solutions
  • Develop technical expertise across a broad range of financial planning disciplines

Requirements

  • Established foundation within financial planning
  • Ambitious and client-focused mindset
  • Ability to handle complex client cases in an international environment

About the Company

Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice. As a dual-accredited firm (CISI Chartered Status and CII International Professional Partner), they are committed to delivering trusted advice and the highest standards of service.

What we look for

  • Foundation in financial planning
  • Client-focused approach
  • Ability to manage a client portfolio
Financewealth managementBanking
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