Education, Experience
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- MBA, CFA, CISI, or equivalent qualification preferred.
- 3–5 years’ experience in fund sales and investment product marketing
- Demonstrated experience in marketing fund units or investment products without providing investment advice.
- Prior exposure to DIFC or banks or comparable regulated financial centres with practical understanding of financial promotion rules.
- High professional integrity and risk awareness.
- Fluency in English required; Arabic proficiency advantageous.
Fund Marketing & Capital Introduction
- Promote and market units of various fund structures (AIFs, PMS, Mutual Funds, ETFs, Private Funds, Structured Products, and similar instruments) strictly on a non-advisory, non-discretionary basis.
- Identify, approach, and engage eligible Clients and institutional investors to generate interest in fund offerings.
- Facilitate capital introduction between investors and fund managers/issuers without providing recommendations or suitability assessments.
- Support subscription processes by coordinating documentation, disclosures, and communications with fund managers and administrators.
- Conduct investor presentations and product walkthroughs based on approved marketing materials and offering documents only.
Client & Relationship Management
- Build and maintain long-term relationships with fund houses, institutional investors, family offices, and intermediaries.
- Act as the primary commercial point of contact for investor queries related to fund features, structures, and processes, without crossing into advisory activities.
- Coordinate with internal compliance teams to ensure all client interactions, financial promotions, and communications are compliant with DFSA rules.
Compliance & Governance
- Ensure all marketing activity is limited to approved financial promotions and permitted client categories.
- Adhere strictly to internal policies on KYC, AML, financial promotions, and conflicts of interest.
Market Intelligence
- Track investor appetite, market trends, and competitor activity to support product positioning and future fund offerings.
- Provide structured feedback to management on investor demand and distribution effectiveness.
