Client Acquisition Specialist
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Key skills for this role
About the Role
Emirates Investment Bank seeks a Client Acquisition Specialist to support client acquisition by identifying prospects, qualifying leads, and maintaining CRM discipline. The role involves prospect research, lead generation, and coordination with Relationship Managers.
Key Skills for This Role
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 complete CRM records, including interactions, lead status and pipeline progression
- Manage lead routing, workflow administration, service levels and response time monitoring
- Schedule prospect meetings with Relationship Managers and coordinate handover requirements
- Produce weekly and monthly acquisition reports, dashboards and KPI updates
- Support campaigns, client events and prospect engagement activities
- Ensure compliance with internal policies, procedures, regulatory expectations and audit requirements
Requirements
- Bachelor's Degree in Business Administration, Finance, Economics, Marketing or related discipline
- 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
- English essential; Arabic strongly preferred
Full Job Posting
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.
Key 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 complete CRM records, including interactions, lead status and pipeline progression.
- Manage lead routing, workflow administration, service levels and response time monitoring.
- Schedule prospect meetings with Relationship Managers and coordinate handover requirements.
- Produce weekly and monthly acquisition reports, dashboards and KPI updates.
- Support campaigns, client events and prospect engagement activities.
- Ensure compliance with internal policies, procedures, regulatory expectations and audit requirements.
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.
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