Finance Promotion Manager
tradequo· Funding
About this role
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.
Frequently Asked Questions
Is the salary disclosed for the Finance Promotion Manager position at tradequo?
The salary for this Finance Promotion Manager role at tradequo is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Finance Promotion Manager position at tradequo located?
This Finance Promotion Manager role at tradequo is based in 00, United Arab Emirates. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Finance Promotion Manager role at tradequo full-time or part-time?
This is listed as a Full Time position. It is posted as a Finance Promotion Manager role in the Funding department at tradequo.
Which team or department does the Finance Promotion Manager at tradequo belong to?
This Finance Promotion Manager position is part of the Funding department at tradequo. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Finance Promotion Manager position at tradequo?
Click the "Apply Now" button on this page. You will be redirected to tradequo's official application portal hosted on bamboohr where you can submit your application directly.
When was the Finance Promotion Manager job at tradequo posted?
This Finance Promotion Manager position at tradequo was posted on Jun 9, 2026. Apply as soon as possible — early applications are often reviewed first.
Finance Promotion Manager
tradequo
You'll be redirected to tradequo's official application page on bamboohr.