Client Acquisition Specialist

Tanqeeb; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

Emirates Investment Bank is seeking a Client Acquisition Specialist to support the CAO's efforts in identifying prospects, qualifying leads and maintaining CRM discipline. You will coordinate RM handovers and contribute to acquisition reporting to drive conversion and governance.

The role collaborates with Marketing, Operations and Compliance to ensure data quality and a compliant, consultative client engagement approach across target segments in the UAE. English is essential, Arabic preferred.

Qualifications

• Bachelor’s degree in business, finance, economics, marketing or related field.
• Professional qualifications in Sales, Banking, CRM or Wealth Management are advantageous.
• 3–5 years in Private Banking, Wealth Management or related fields.

Responsibilities

• Identify affluent and HNW prospects for campaigns and referrals.
• Qualify leads, assess banking needs and readiness for RM engagement.
• Maintain complete CRM records, lead status and pipeline progress.
• Coordinate meetings with Relationship Managers and manage handovers.
• Produce weekly/monthly acquisition reports and KPI updates.
• Support campaigns, events and prospect engagement activities.
• Ensure compliance with governance and data confidentiality.

Skills

CRM experience

Lead qualification

Client engagement

Analytical skills

Reporting

Education

Bachelor's Degree

Tools

CRM system

Job description

Role Summary

The Client Acquisition Specialist supports Emirates Investment Bank’s client acquisition agenda by identifying prospects, qualifying leads, maintaining CRM discipline, coordinating Relationship Manager handovers and producing acquisition reporting.

Purpose

The Client Acquisition Specialist is responsible for supporting the day-to-day operation of the Client Acquisition Office (CAO) and ensuring effective execution of the client acquisition process.

The role holder will support prospect identification, lead qualification, CRM administration, acquisition campaigns and Relationship Manager engagement activities to ensure prospective clients are appropriately assessed, tracked and progressed through the acquisition funnel.

The role works closely with the Client Acquisition Lead, Relationship Managers, Marketing, Operations and Compliance to maintain acquisition discipline, data quality and conversion effectiveness.

Key Responsibilities

Prospect Research & Lead Generation

• Identify affluent and HNW prospects using approved data sources and market research.
• Build targeted prospect lists for campaigns, referrals, introducer programmes and Al-Futtaim Group opportunities.
• Maintain prospect databases and monitor acquisition opportunities across target segments.

Client Qualification

• Contact prospects generated through approved channels and conduct structured qualification discussions.
• Assess suitability, banking needs, investment requirements and readiness for Relationship Manager engagement.
• Maintain a professional, consultative and compliant prospect engagement approach.

CRM Administration

• Maintain complete CRM records, including interactions, lead status and pipeline progression.
• Manage lead routing, workflow administration, service levels and response-time monitoring.
• Ensure acquisition data quality and adherence to governance standards.

Relationship Manager Coordination

• Schedule prospect meetings with Relationship Managers and coordinate handover requirements.
• Track progression from meeting to onboarding and coordinate follow-up actions.
• Escalate high-value or time-sensitive opportunities when appropriate.

Reporting & Analytics

• Produce weekly and monthly acquisition reports, dashboards and KPI updates.
• Track pipeline activity, conversion ratios, lead response times and service levels.
• Identify operational bottlenecks and recommend process improvements.

Acquisition Campaign Support

• Support campaigns, client events and prospect engagement activities.
• Prepare campaign data, target audiences and referral or introducer programme administration.

Governance & Compliance

• Ensure compliance with internal policies, procedures, regulatory expectations and audit requirements.
• Maintain confidentiality and secure handling of client and prospect information.

Qualifications

• Bachelor’s Degree in Business Administration, Finance, Economics, Marketing or a related discipline.
• Professional qualifications in Sales, Banking, CRM or Wealth Management are advantageous.

Experience

• 3–5 years in Private Banking, Wealth Management, Sales Support, Business Development or Financial Services.
• Experience with CRM systems, client databases, lead qualification and prospect engagement.
• Strong analytical, reporting, verbal and written communication skills.
• UAE banking experience advantageous; English essential and Arabic strongly preferred.

Key Performance Indicators

• Commercial: qualified prospects, completed qualifications, meetings scheduled, RM meeting conversion and introducer lead volumes.
• Operational: CRM accuracy, data quality, reporting accuracy, SLA adherence and lead response times.
• Client experience: prospect engagement quality, follow-up timeliness and satisfaction during qualification.