Wealth Planner
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ResponsibilitiesManage a portfolio of high-net-worth clientsSupport the implementation, review, and ongoing management of financial strategiesWork closely with Senior Wealth Planners and Wealth Planning DirectorsDeliver tailored financial planning solutionsDevelop technical expertise across a broad range of financial planning disciplinesRequirementsEstablished foundation within financial planningAmbitious and client-focused mindsetAbility to handle complex client cases in an international environmentAbout the CompanyTitan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice. As a dual-accredited firm (CISI Chartered Status and CII International Professional Partner), they are committed to delivering trusted advice and the highest standards of service.
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Wealth Planner
منذ يوم
sharjah, sharjah, الإمارات العربية المتحدة Remote DXB دوام كاملResponsibilitiesManage a portfolio of high-net-worth clientsSupport the implementation, review, and ongoing management of financial strategiesWork closely with Senior Wealth Planners and Wealth Planning DirectorsDeliver tailored financial planning solutionsDevelop technical expertise across a broad range of financial planning...
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Senior Wealth Planner
منذ يوم
Sharjah city, Sharjah, الإمارات العربية المتحدة Remote DXB دوام كاملOn-site · Dubai Full Time Senior Finance & Banking Why we think you can apply Employer country United Arab Emirates · Dubai Hiring model UAE-based role · the employer hires in the UAE Work from Dubai · on-site Time-zone overlap Gulf Standard Time · none needed Responsibilities Identify and develop wealth planning strategies using insurance solutions,...
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Senior Wealth Planner
منذ يوم
sharjah, sharjah, الإمارات العربية المتحدة EFG International AG دوام كاملEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is founded...
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Senior Wealth Planner
منذ يوم
sharjah, sharjah, الإمارات العربية المتحدة Remote DXB دوام كاملOn-site · Dubai Full Time Senior Finance & Banking Why we think you can apply Employer country United Arab Emirates · Dubai Hiring model UAE-based role · the employer hires in the UAE Work from Dubai · on-site Time-zone overlap Gulf Standard Time · none needed ResponsibilitiesIdentify and develop wealth planning strategies using insurance solutions,...
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Private Client Wealth Planner
منذ يوم
Sharjah city, Sharjah, الإمارات العربية المتحدة United States Citigroup دوام كاملCiti UAE seeks an Investment Counsellor reporting to the Head of Specialist Advisory to deliver high-quality investment advice and portfolio guidance for Citigold Private Client clients in Dubai. The role involves leading client market update events, supporting Senior Relationship Managers, and promoting holistic investment strategies to grow AUM and revenue...
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Private Client Wealth Planner
منذ يوم
sharjah, sharjah, الإمارات العربية المتحدة United States Citigroup دوام كاملCiti UAE seeks an Investment Counsellor reporting to the Head of Specialist Advisory to deliver high-quality investment advice and portfolio guidance for Citigold Private Client clients in Dubai.The role involves leading client market update events, supporting Senior Relationship Managers, and promoting holistic investment strategies to grow AUM and revenue...
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Senior Wealth Planner/ Manager
منذ يوم
sharjah, sharjah, الإمارات العربية المتحدة AP Executive - Global Executive Search Agency دوام كاملA regulated and fully independent financial planning advisory and wealth management firm operating in the DIFC, is seeking to hire a senior financial planner / wealth manager to strengthen team in Dubai.You will be joining a team with a transferable book of clients. The average client size is approximately US$ 1.2 million, and the firm is looking for an...
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Senior Wealth Planner/ Manager
منذ 2 أيام
Sharjah city, Sharjah, الإمارات العربية المتحدة AP Executive - Global Executive Search Agency دوام كاملA regulated and fully independent financial planning advisory and wealth management firm operating in the DIFC, is seeking to hire a senior financial planner / wealth manager to strengthen team in Dubai.You will be joining a team with a transferable book of clients. The average client size is approximately US$ 1.2 million, and the firm is looking for an...
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Senior Wealth Planner Manager
منذ يوم
Sharjah city, Sharjah, الإمارات العربية المتحدة AP Executive - Global Executive Search Agency دوام كاملJob Description:A regulated and fully independent financial planning advisory and wealth management firm operating in the DIFC, is seeking to hire a senior financial planner / wealth manager to strengthen team in Dubai.You will be joining a team with a transferable book of clients. The average client size is approximately US$ 1.2 million, and the firm is...
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Trainee Wealth Planner
منذ 5 أيام
sharjah, sharjah, الإمارات العربية المتحدة Hoxton Wealth دوام كاملHoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, Australia & Asia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver...