Head of Sales, Wealth & Investment Advisory- DIFC

HEAD OF SALES - WEALTH & INVESTMENT ADVISORY

The Opportunity

We are supporting a well-established DIFC-based financial services firm in its search for a senior sales leader to take ownership of the firm's commercial growth, profitability and long-term strategic direction.

This is not a conventional sales management role. It has been shaped for an established senior financial services professional who combines commercial credibility, regulatory fluency, investment knowledge and financial discipline, with the capacity to take on broader executive responsibility as the business evolves.

The successful candidate will ideally hold a CFA Charter, Chartered Accountant (CA) qualification, MBA, or an equivalent professional or academic credential, together with current or recent exposure to the DIFC financial services ecosystem.

The role carries substantial leadership accountability spanning business growth, revenue generation, team performance, regulatory governance and full profit-and-loss ownership, with responsibility for revenue, cost management, operating efficiency, margins, budgeting, forecasting and overall financial performance.

What You Will Be Doing

-Leading and developing a high-performing sales and advisory function, with direct oversight of a team of six Relationship Managers, to drive consistent and sustainable revenue growth.

-Holding full ownership of the business's commercial performance and profitability, including end-to-end management of revenue, expenses, operating margins, budgeting and forecasting.

-Partnering with the CEO to build annual business plans, financial targets and revenue forecasts, and tracking delivery against agreed commercial and operational KPIs, taking corrective action where needed.

-Instilling a disciplined, performance-led sales culture built on clear accountability and measurable outcomes.

-Designing and executing strategies for client acquisition, retention and market expansion, while balancing revenue growth with cost efficiency, profitability, risk and governance.

-Deepening relationships with high-net-worth and ultra-high-net-worth clients, family offices, institutional investors and strategic partners.

-Supporting the CEO and Board in shaping and delivering the firm's wider strategic direction, with the opportunity to take on progressively broader executive responsibilities as part of a defined pathway toward CEO-level leadership.

-Ensuring all commercial activity remains aligned with applicable DIFC and DFSA regulatory requirements, working closely with Compliance, Risk, Operations and Finance to maintain strong governance and risk standards.

-Providing senior leadership on the firm's investment-advisory proposition, with particular emphasis on value-investing principles, fundamental analysis, and long-term capital preservation and growth.

-Identifying and evaluating new opportunities across geographies, client segments, distribution channels and strategic partnerships, assessing their financial and commercial viability.

-Managing and optimising resources so the business operates efficiently and delivers sustainable profitability.

Leadership Attributes

-Strong commercial and regulatory judgement.

-An accountable, decisive leader with a results-driven mindset.

-Skilled in motivating senior teams and managing a broad range of stakeholders.

-Strong client relationship and negotiation skills.

-Ability to balance business growth with governance, risk and client suitability.

-Demonstrates clear potential for CEO-level leadership.

How to Apply

This search is being managed on a confidential basis by AP Executive. To apply or to discuss this opportunity in confidence, please contact:

Don Fletcher, Manager - Fintech & Digital Assets, AP Executive

[Confidential Information]

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