Wealth Planning Director

Responsibilities

• Manage high-net-worth client relationships and deliver exceptional client experience
• Provide sophisticated financial planning advice across investments, retirement, protection, and estate planning
• Act as a trusted adviser helping clients achieve long-term financial goals through bespoke strategies
• Serve as a technical expert within the planning team
• Mentor colleagues and support complex case discussions
• Contribute to the continued development of the advice proposition

Requirements

• Experienced and commercially minded professional
• Accomplished financial planner with expertise in complex wealth solutions
• Ability to manage complex client relationships and deliver tailored solutions

About the Company

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 Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.