Job Details

• Investment Promotion & Attraction:
  • Develop and implement strategies to promote financial products and attract new investors.
  • Conduct market analysis to identify potential investment opportunities and target audiences.
  • Represent the company at events, seminars, and conferences to promote investment opportunities.
• Client Evaluation & Risk Profiling:
  • Assess potential clients’ risk profiles, financial capabilities, and investment tendencies.
  • Collect, analyze, and manage data relevant to clients' investment backgrounds.
• Compliance & Regulatory Adherence:
  • Ensure that all promotional activities adhere to SCA regulations and company standards.
  • Stay updated on SCA regulatory changes and ensure compliance in all investment attraction efforts.
• Collaboration & Coordination:
  • Work closely with financial analysts, product managers, and other stakeholders to align investment strategies with client needs.
  • Coordinate with marketing teams to create effective promotional materials and campaigns.
• Performance Monitoring & Reporting:
  • Track and report on the performance of investment attraction initiatives.
  • Regularly provide feedback on promotional effectiveness, suggesting adjustments as needed.
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Qualifications and Experience:

1. Required:
   • A university degree in a relevant field with a minimum of 3 years of experience in financial analysis, financial markets, investment, wealth management, or financial planning.
   Or
   • A diploma or lower-level qualification with at least 7 years of relevant experience.
2. Alternative Qualifications:
   • At least 3 years of experience in financial analysis or related fields, accompanied by one of the following certifications:
     • Accredited Financial Analyst
     • Certified Investment Professional
     • Certificate in Quantitative Finance
     • Chartered Financial Analyst
     • Certified International Investment Analyst
     • Master Financial Risk Manager (FRM)
     • ICA Specialist Certificate in Conduct Risk
3. Additional Requirement:
   • Must be SCA approved or have experience working with SCA-licensed companies.