Wealth Client Acquisition Specialist

Emirates Investment Bank pjsc; Dubai; On-site; AED 150,000 - 210,000; Full time

Job summary

Emirates Investment Bank is seeking a Client Acquisition Specialist to support the CAO and ensure effective execution of the client acquisition process. You will identify prospects, qualify leads, maintain CRM discipline and coordinate RM handovers.

Working with Marketing, Operations and Compliance, you will uphold data quality, drive conversion, and deliver acquisition reporting. The role requires strong communication, analytical ability and UAE banking experience.

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.
• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• Support campaigns, client events and prospect engagement activities.
• Prepare campaign data, target audiences and referral or introducer programme administration.
• Ensure compliance with internal policies, procedures, regulatory expectations and audit requirements.
• Maintain confidentiality and secure handling of client and prospect information.

Skills

CRM experience

Analytical skills

Lead qualification

Education

Bachelor’s Degree in Business Administration, Finance, Economics, Marketing or a related discipline

Tools

CRM systems

Job description

Emirates Investment Bank is seeking a Client Acquisition Specialist to support the CAO and ensure effective execution of the client acquisition process. You will identify prospects, qualify leads, maintain CRM discipline and coordinate RM handovers.

Working with Marketing, Operations and Compliance, you will uphold data quality, drive conversion, and deliver acquisition reporting. The role requires strong communication, analytical ability and UAE banking experience.