Finance Promotion Manager

Responsibilities:

• Develop and execute financial promotion strategies for investment products and services, aligned with business objectives and SCA/CMA regulatory standards;
• Review and approve all marketing materials and client communications before publication — ensuring they are fair, clear, and not misleading;
• Coordinate with the Compliance team to maintain regulatory adherence, manage audit readiness, and respond to regulatory inquiries;
• Promote SCA/CMA-compliant investment products, including local and foreign funds, to eligible clients within approved regulatory boundaries;
• Collect client information and evaluate risk tolerance through structured Risk Profile assessments;
• Support client introductions and engagement initiatives, ensuring suitability assessments are conducted appropriately;
• Maintain accurate records of all promotional activities, approvals, and client interactions in line with record-keeping obligations;
• Provide regular reports on campaign performance, compliance matters, and regulatory developments for senior management;
• Stay current with changes in UAE financial regulations, SCA/CMA guidance, and industry best practices to proactively advise the business.

Requirements:

• SCA/CMA approved Promotion Manager — or eligible to be approved as Promotion Manager (Category 5 role);
• Passed UAE Financial Rules & Regulations examination;
• Passed ICWIM Level 3 – International Certificate in Wealth & Investment Management;
• University degree plus minimum 3 years of experience in financial analysis or promotions within financial markets, investment, wealth management, or financial planning — OR a diploma with minimum 7 years of equivalent experience;
• Alternatively: minimum 3 years of relevant experience combined with one of the following: Accredited Financial Analyst, Certified Investment Professional, CQF, CFA, CIIA, FRM, or ICA Specialist Certificate in Conduct Risk;
• Strong understanding of UAE financial markets regulation, SCA/CMA rules, and financial promotion framework;
• Proven experience reviewing and approving regulated financial marketing content;
• Experience conducting client risk profiling and suitability assessments;
• Excellent written and verbal communication skills with high attention to detail;
• Ability to work cross-functionally with Compliance, Marketing, and senior management in a fast-paced environment;
• Strong analytical mindset — able to evaluate campaign performance and regulatory compliance simultaneously.