
Charles Willis
Upper Management / Consulting
About Charles Willis:
I am a Sales Team Leader with over 10 years of experience in financial services, including the past 9 years based in Dubai. I have a proven track record of leading high-performing teams to exceed ambitious sales targets, driving consistent growth in assets under management (AUM) and revenues. My leadership style combines strategic planning with hands-on execution, fostering strong client relationships and delivering measurable results in competitive markets.
Experience
I have a diverse background in wealth and institutional management, beginning my career supporting high-net-worth individuals across various wealth management roles. I went on to lead the private client division at a Swiss trading bank, managing a team of eight. I then transitioned to the institutional space, joining a London-based prime broker where I now head their MENA region efforts. Alongside this, I also lead capital raising and business development for the DIFC’s first open-ended property fund.
Education
CISI
BA from University of Reading
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