Senior Wealth Planner

Titan Wealth Holdings

. Deliver holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies .

Posted 9/17/2026full-timeDubai • United Arab EmiratesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering holistic financial planning advice, managing client investment portfolios, and ensuring compliance in client documentation. Strong relationship-building skills are essential for engaging with high-net-worth clients and mentoring less experienced colleagues.

Highest-signal resume keywords

CISI Level 4 QualifiedFinancial Planning PrinciplesInvestment SolutionsClient Relationship ManagementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Portfolio ManagementTax-Efficient StrategiesClient Documentation PreparationCompliance Management

Soft Skills

Relationship BuildingProactive ApproachClient-Centric MindsetMentoringCommunication

Certifications & Qualifications

CISI Level 4CISI Level 6 (Working Towards)Chartered Status (Working Towards)

Industry Keywords

Private WealthFinancial AdviserHigh-Net-Worth ClientsInternational ClientsExpatriate Clients

About the role

Key responsibilities & impact

Deliver holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies
Develop bespoke financial plans aligned to clients' objectives and circumstances
Manage and review client investment portfolios
Build strong, trusted relationships with high-net-worth clients
Act as a key point of contact for client enquiries and ongoing advice needs
Attend client meetings virtually and in person
Prepare and maintain client documentation and annual planning reports
Ensure client files, records and communications remain compliant and up to date
Work closely with providers, strategic partners and internal stakeholders
Support and mentor less experienced colleagues through technical guidance and knowledge sharing
Manage and develop client relationships
Deliver tailored financial planning solutions and ongoing advice, regular reviews and proactive support
Assist with complex cases and help maintain high service standards

Requirements

What you’ll need

Minimum 3 years' experience within the financial services industry
Minimum 2 years' experience working within a Private Wealth or Financial Adviser environment
CISI Level 4 qualified (or equivalent)
Strong understanding of financial planning principles and investment solutions
Excellent communication and relationship-building skills
Proactive, professional and client-centric approach
Additional professional qualifications (desirable)
Diploma or degree-level education (desirable)
Working towards CISI Level 6 or Chartered status (desirable)
Experience working with international or expatriate clients (desirable)

Benefits

Comp & perks

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
Dynamic, fast-growing wealth management business with ambitious growth plans
Culture built around accountability, collaboration and delivering outstanding client outcomes
Inclusive and equitable workplace
Equal opportunities in recruitment, career advancement, pay and benefits, training and development