Titan Wealth

Senior Wealth Planner

Titan Wealth  •  Dubai, AE (Onsite)  •  3 hours ago
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Job Description

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.

Titan Wealth International (TWI) is looking for an ambitious and technically capable Senior Wealth Planner to join our growing Global Wealth Division in Dubai.

This is an exciting opportunity for an experienced financial planner who is passionate about delivering exceptional client outcomes, building long-term relationships, and helping clients navigate complex financial decisions. Working with high-net-worth individuals, you'll provide holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies.

The Opportunity

As a Senior Wealth Planner, you'll be responsible for managing and developing client relationships, delivering tailored financial planning solutions and ensuring clients remain on track to achieve their long-term financial objectives. You'll work closely with clients throughout their financial journey, providing ongoing advice, regular reviews and proactive support.

You'll also play an important role within the wider planning team, supporting colleagues through knowledge sharing, assisting with complex cases and helping maintain the high standards of service that our clients expect.

Key responsibilities

About you

This is more than just a Wealth Planner role. It's an opportunity to accelerate your professional development within a business that is investing heavily in its people, technology and client proposition.

You'll benefit from:

  • Exposure to high-net-worth and international clients.
  • Ongoing professional development and support towards further qualifications.
  • Collaboration with experienced Wealth Planning Directors and Senior Wealth Planners.
  • A dynamic, fast-growing wealth management business with ambitious growth plans.
  • A culture built around accountability, collaboration and delivering outstanding client outcomes.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Titan Wealth

About Titan Wealth

Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services. Through economies of scale and seamless operations, this innovative business model is giving Advisers and their clients the best opportunity to fulfil their financial ambitions. With full access to wealth planning, whole-of-market execution, settlement, custody, reporting and compliance, Titan Wealth is empowering Advisers to build better client relationships, needs-matched portfolios and a more efficient and profitable business.

Titan Wealth also provides execution, custody, clearing and wealth management services to small and medium sized brokers, proprietary traders, family offices and wealth managers.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
London, GB
Year Founded
2020
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