Senior Wealth Planner (US Qualified)
- Location
- Dubai
- Employment type
- full time
- Posted
- Posted
- Advisers
- TAHL - Wealth
- Perm, Full Time
About the role
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.
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