Client Acquisition Specialist

Role Overview

The Client Acquisition Specialist plays a pivotal role in advancing Emirates Investment Bank’s efforts to acquire new clients by identifying prospective customers, validating leads, managing CRM activities, facilitating Relationship Manager transitions, and generating acquisition performance reports.

Core Purpose

This position is charged with supporting the daily functions of the Client Acquisition Office (CAO) ensuring smooth and effective client acquisition processes. Responsibilities include prospecting, qualifying leads, administering CRM tasks, assisting in acquisition campaigns, and engaging with Relationship Managers to advance client engagement through the acquisition funnel.

Main Duties

• Conduct thorough research to identify affluent and high-net-worth individuals using sanctioned data sources and market intelligence.
• Develop targeted prospect lists tailored for campaigns, referrals, introducer programs, and opportunities from Al-Futtaim Group partnerships.
• Maintain and monitor prospect databases, tracking acquisition potential within specific market segments.
• Initiate contact with generated prospects through authorized methods, conducting structured qualification dialogues to evaluate their suitability and banking requirements.
• Adopt a professional, consultative, and compliance-focused approach when engaging prospects.
• Ensure comprehensive CRM record-keeping, capturing all interactions, lead progressions, and pipeline statuses with accuracy.
• Oversee lead routing, workflow processes, service level adherence, and monitor response times to ensure operational efficiency.
• Coordinate scheduling of meetings between prospects and Relationship Managers, managing handovers and follow-up activities.
• Escalate urgent or high-value leads promptly to ensure timely action.
• Generate weekly and monthly acquisition performance reports, including dashboards and key performance metrics.
• Monitor pipeline activities, conversion rates, lead responsiveness, and service quality, identifying bottlenecks and proposing process enhancements.
• Assist in client acquisition campaigns, events, and engagement initiatives, handling data preparation and referral program administration.
• Adhere strictly to internal governance, compliance, regulatory demands, and uphold confidentiality standards concerning client and prospect information.

Qualifications and Experience

• A Bachelor's degree in Business Administration, Finance, Economics, Marketing, or related fields is required.
• Professional certifications or qualifications related to Sales, Banking, CRM, or Wealth Management are highly advantageous.
• Between three to five years’ relevant experience in Private Banking, Wealth Management, Sales Support, Business Development, or Financial Services sectors.
• Proficiency with CRM platforms, client data management, lead qualification, and engaging prospective clients effectively.
• Strong analytical capabilities along with excellent verbal and written communication skills.
• Previous experience within the UAE banking landscape is a plus; fluency in English is essential, and Arabic language skills are strongly preferred.

Performance Metrics

• Commercial success measured by qualified prospect counts, completed qualifying discussions, scheduled meetings, successful conversions with Relationship Managers, and introducer lead volumes.
• Operational effectiveness tracked through CRM data integrity, quality reporting, SLA compliance, and lead response times.
• Client satisfaction gauged by the quality of engagement, timeliness in follow-ups, and overall prospect experience during the qualification process.