Wealth Planner

Titan Wealth Holdings

. Build and develop long-term relationships with an allocated portfolio of clients .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing client relationships while providing tailored financial advice and strategies. Committed to compliance and continuous professional development within the financial services sector.

Highest-signal resume keywords

CISI Level 4 QualifiedClient Relationship ManagementFinancial PlanningRegulatory ComplianceAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Portfolio ManagementTax-Efficient PlanningRetirement PlanningClient Documentation ManagementSuitability Reports

Soft Skills

Strong Communication SkillsRelationship-Building SkillsOrganizational AbilityProfessional EthicsClient-Focused Approach

Certifications & Qualifications

CISI Level 6 (Working Towards)Additional Industry Qualifications

Industry Keywords

Financial ServicesClient-Facing RoleExpatriate ClientsProfessional DevelopmentCPD Activities

About the role

Key responsibilities & impact

Build and develop long-term relationships with an allocated portfolio of clients
Deliver advice and guidance across investments, retirement planning, protection and tax-efficient planning strategies
Conduct regular client reviews and support clients in achieving long-term financial goals
Create personalised financial plans tailored to individual client circumstances
Manage investment portfolios in line with client objectives and company investment strategies
Act as a day-to-day point of contact for clients, providing exceptional ongoing service
Attend client meetings independently and alongside senior advisers
Maintain accurate client documentation, suitability reports and file notes
Work closely with providers, strategic partners and internal stakeholders
Ensure advice and client records remain compliant with regulatory requirements
Continue developing professional knowledge through training, qualifications and CPD activities
Manage own portfolio of clients while supporting implementation, review and ongoing management of financial strategies
Work closely with Senior Wealth Planners and Wealth Planning Directors on complex client cases

Requirements

What you’ll need

CISI Level 4 qualified (or equivalent)
Minimum one year's experience within the financial services sector in a client-facing or advisory support role
Demonstrable commitment to continued professional development
Strong communication and relationship-building skills
Excellent attention to detail and organisational ability
Professional, ethical and client-focused approach
Working towards CISI Level 6 or Chartered status (desirable)
Additional industry qualifications (desirable)
Degree-level education (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
Inclusive and equitable workplace
Equal opportunities in recruitment, career advancement, pay and benefits, training and development
Support for training, qualifications and CPD activities