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Promotions Manager

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Waystone

3mo ago

  • Job
    Full-time
    Mid Level
  • Marketing
    Banking & Finance
  • Dubai
  • Quick Apply

AI generated summary

  • You need a relevant degree, 3 years in finance, strong analytical and digital marketing skills, and proficiency in Microsoft Office and CRM tools. CISI qualifications required.
  • You will design promotional campaigns, analyze market trends, ensure compliance, oversee digital marketing, manage events, build client relationships, and report on campaign effectiveness.

Requirements

  • Bachelor’s degree in Economics, Finance, Risk Management Accounting, Business Administration, or a related field. Advanced degree or professional certification.
  • 3 years experience in financial analysis, fund distribution, investment management, or a related area.
  • Ability to analyse data and generate actionable insights to inform promotional strategies.
  • Sound experience in digital marketing, content creation, and media relations.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial software.
  • Hands-on experience using digital marketing tools, CRM systems, and analytics platforms.
  • Strong attention to detail and organisational skills.
  • Excellent communication and interpersonal skills.
  • Excellent analytical and problem-solving skills.
  • Strong understanding of financial regulations and compliance requirements.
  • The qualifications below must be obtained to be approved by the SCA as the Promotions Manager. The governing body that oversees the professional qualifications is the Chartered Institute for Securities and Investment (CISI).
  • Exams Required for SCA Licence
  • UAE Financial Rules and Regulations
  • International Certificate in Wealth and Investment Management (Level 3)
  • Continuous Professional Development
  • Introduction to Securities & Investments (International)
  • Risk in Financial Services

Responsibilities

  • Design and implement promotional campaigns, in conjunction with clients, to enhance the visibility of investment products and services and to promote fund offerings, ensuring alignment with target audience needs and preferences.
  • Analyse market trends and competitor activities to identify differentiation and market growth opportunities.
  • Ensure clients’ promotional materials are fully compliant with local regulation and effectively support fund distribution efforts, including brochures, presentations, and online content.
  • Align promotional activities with the overall fund objectives and regulatory environment to ensure all communications and promotions are legally compliant.
  • Oversee digital marketing efforts, including social media, email campaigns, and online advertising.
  • Work closely with the client’s product expert team to develop targeted promotions for specific client segments.
  • Collaborate with portfolio managers and analysts to highlight key fund performance metrics in promotional content.
  • Support clients in organising and managing promotional events, webinars, and conferences to attract new investors.
  • Monitor and report on the effectiveness of promotional campaigns, making data-driven recommendations for future activities.
  • Build relationships with financial advisors, institutional investors, and other distribution partners to enhance fund visibility and sales.
  • Conduct presentations and meetings, in conjunction with clients, to communicate investment strategies, performance results, and market insights.
  • Ensure all promotional activities and interactions with potential investors adhere to relevant financial regulations and company policies.
  • Maintain up-to-date knowledge of industry trends and regulatory changes affecting fund distribution and promotion.
  • Work closely with the Securities and Commodities Authority (“SCA”) and other regulatory bodies to ensure all promotional activities meet the necessary compliance requirements.
  • Act as the primary liaison between the marketing department and regulatory authorities to ensure that all promotional content is accurate and approved.

FAQs

What is the primary responsibility of a Promotions Manager at Waystone?

The primary responsibility is to develop and execute promotional strategies that enhance client brand visibility, support fund sales, attract new clients, and facilitate the distribution of investment funds.

What qualifications are required for the Promotions Manager position?

A Bachelor's degree in Economics, Finance, Risk Management, Accounting, Business Administration, or a related field is required. An advanced degree or professional certification is preferred.

How much experience is needed for this role?

A minimum of 3 years of experience in financial analysis, fund distribution, investment management, or a related area is required.

What specific skills are essential for the Promotions Manager role?

Key skills include strong communication and interpersonal abilities, analytical and problem-solving skills, attention to detail, organizational skills, and proficiency in digital marketing and financial regulations.

What are the key tasks involved in the Promotions Manager's role?

Key tasks include designing promotional campaigns, analyzing market trends, ensuring compliance of promotional materials, overseeing digital marketing efforts, and building relationships with financial advisors and institutional investors.

What technical skills are necessary for this position?

Proficiency in Microsoft Office Suite, financial software, digital marketing tools, CRM systems, and analytics platforms is necessary.

Is it important to have knowledge of financial regulations for this role?

Yes, a strong understanding of financial regulations and compliance requirements is crucial for ensuring all promotional activities are legally compliant.

What specific qualifications must be obtained to be approved by the SCA as a Promotions Manager?

Required qualifications include passing the UAE Financial Rules and Regulations exam and obtaining the International Certificate in Wealth and Investment Management (Level 3).

Are there continuous professional development requirements for this position?

Yes, continuous professional development includes courses such as "Introduction to Securities & Investments" and "Risk in Financial Services."

Does the role involve collaboration with other departments?

Yes, the Promotions Manager will work closely with sales, marketing, compliance, and investment teams to align promotional activities with overall business goals.

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Waystone

Providing certainty in your world

Finance
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

Waystone is a leading global provider of institutional governance, administration, risk and compliance services to the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.