Wealth Planning Director
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What you'll do
- Work with high-net-worth individuals, providing sophisticated financial planning advice across investments, retirement planning, protection, estate planning and tax-efficient strategies.
- Manage complex client relationships, deliver tailored wealth solutions and play a key role in developing the next generation of advisers within the business.
- Manage some of our most valuable and complex client relationships while delivering an exceptional client experience.
- Act as a trusted adviser, helping clients achieve their long-term financial goals through bespoke planning strategies and ongoing advice.
- Serve as a technical expert within the planning team, mentoring colleagues, supporting complex case discussions and contributing to the continued development of our advice proposition.
What they're looking for
- Experienced and commercially minded Wealth Planning Director
- Accomplished financial planner
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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.
At Titan Wealth International (TWI), we're looking for an experienced and commercially minded Wealth Planning Director to join our growing Global Wealth Division in Dubai.
This is an opportunity for an accomplished financial planner to work with high-net-worth individuals, providing sophisticated financial planning advice across investments, retirement planning, protection, estate planning and tax-efficient strategies. You'll manage complex client relationships, deliver tailored wealth solutions and play a key role in developing the next generation of advisers within the business.
The Opportunity
As a Wealth Planning Director, you'll be responsible for managing some of our most valuable and complex client relationships while delivering an exceptional client experience. You'll act as a trusted adviser, helping clients achieve their long-term financial goals through bespoke planning strategies and ongoing advice.
Alongside managing your own client portfolio, you'll serve as a technical expert within the planning team, mentoring colleagues, supporting complex case discussions and contributing to the continued development of our advice proposition.
Company
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