Senior Wealth Planner – US Qualified

Titan Wealth Holdings

. Take responsibility for an established portfolio of clients .

Posted 9/22/2026full-timeDubai • United Arab EmiratesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and wealth management, with a strong focus on relationship management and client servicing. Possesses relevant financial qualifications and experience in international wealth planning, particularly with expatriate clients.

Highest-signal resume keywords

Financial Planning ExperienceWealth Management ExperienceUS-Qualified Financial AdviserClient Relationship ManagementInternational Wealth Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth ManagementClient ReviewsInvestment AdvicePension PlanningRetirement PlanningRegulatory ComplianceMulti-Jurisdiction Wealth PlanningExpatriate AdviceOngoing Client Advice

Soft Skills

Relationship ManagementCommunication SkillsInterpersonal AbilitiesCollaborative ApproachCultural Fit

Certifications & Qualifications

Relevant Financial Planning QualificationsChartered Status

Industry Keywords

Client Portfolio ManagementInternational ClientsExpatriate ClientsClient DocumentationBusiness Growth

About the role

Key responsibilities & impact

Take responsibility for an established portfolio of clients
Provide ongoing financial planning and wealth management advice
Maintain strong long-term client relationships
Manage and service an existing portfolio of approximately 200 clients
Deliver holistic financial planning advice across investments, pensions, retirement planning and broader wealth management needs
Conduct client reviews and provide timely, suitable recommendations
Identify opportunities to strengthen client relationships and support business growth
Work alongside Associates, Business Development Managers and support teams to deliver an outstanding client experience
Maintain high levels of regulatory compliance and client documentation
Contribute positively to the culture and success of the Global Wealth Division

Requirements

What you’ll need

Previous financial planning or wealth management experience
Experience working with international or expatriate clients
Strong relationship management and client servicing skills
Excellent communication and interpersonal abilities
Ability to manage an existing client bank and deliver high-quality ongoing advice
Collaborative approach and strong cultural fit
US-qualified Financial Adviser
Experience servicing US-connected clients and understanding complexities associated with international wealth planning
Relevant financial planning qualifications
Ability to relocate to, or already be based in, Dubai
International financial planning experience desirable
Expatriate advice experience desirable
Multi-jurisdiction wealth planning experience desirable
Additional technical qualifications or Chartered status desirable

Benefits

Comp & perks

Perm, Full Time
Inclusive and equitable workplace environment
Equal opportunities in recruitment, career advancement, pay and benefits, training and development
Dedicated Associate, administration and operational support
Transparent fees and commitment to lasting client relationships