Position: Finance Promotion Manager
Employment Type: Full-Time
Working Arrangement: Onsite | Dubai, UAE
Company Overview:
We are forward-thinking fintech company specializing in innovative trading solutions and financial products. With a dynamic platform and a tech-savvy team that works seamlessly across time zones, we strive to provide cutting-edge services to traders worldwide.
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 frameworks;
- 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.
Due to the high volume of applications, only shortlisted candidates will be contacted. We truly appreciate your interest and understanding.
