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Job Description
About the Company
Aetram Finserv LLC is looking for an experienced Relationship Manager with a strong background in the financial services industry.
About the Role
The role will focus on acquiring and managing client relationships, understanding investment needs, and delivering suitable financial solutions while ensuring high standards of client service and compliance.
Responsibilities
Lead the marketing function for AETRAM FINSERV across its authorised brokerage, fund management, portfolio management, financial advisory, promotion and introduction activities. Translate business goals into a controlled marketing plan that builds trust and produces qualified opportunities.
- Strategy and planning. Prepare annual and quarterly plans by product, audience, jurisdiction and channel; set budgets, campaign priorities, owners and launch dates with the relevant business heads.
- Product and brand. Approve briefs that distinguish AETRAM managed products from third-party products introduced or promoted by AETRAM. Maintain clear corporate positioning, approved product facts and brand standards.
- Campaign leadership. Oversee social, paid media, website, email, webinars, events, PR and agency work. Review briefs, creative quality, landing pages and calls to action before routing for required product and compliance approval.
- Commercial alignment. Agree lead definitions, handover and feedback with Sales, relationship managers and onboarding. Review conversion from enquiry to qualified lead, funded account, subscription or advisory engagement.
- Budget and vendors. Control media spend, procurement, agency scopes and deliverables; maintain a monthly forecast and identify channels or campaigns to stop, improve or scale.
- Governance. Implement documented approval, version control and withdrawal of obsolete material. Escalate inaccurate claims, unsuitable audiences, complaints, misleading influencer content or unapproved publication to Compliance.
- People and reporting. Coach the initial team, set role objectives and send a monthly management report covering spend, funnel results, content performance, risks and next actions.
Requirements
- Five or more years in marketing, including ownership of multi-channel campaigns and at least two years leading people or agencies.
- Experience marketing financial services, investment products, insurance or another tightly controlled sector in the UAE or GCC.
- Ability to review product claims, understand audience restrictions and work constructively with Compliance and product specialists.
- Proven budget control, CRM and campaign measurement, strong written English and senior stakeholder communication.
Preferred experience
- Arabic capability or demonstrated oversight of bilingual campaigns.
- Experience across brokerage, funds, wealth or portfolio management.
Skills
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