Client Acquisition Specialist

About the role

The Client Acquisition Specialist will support Emirates Investment Bank’s client acquisition agenda by identifying high‑net‑worth prospects, qualifying leads, maintaining CRM discipline, coordinating handovers to Relationship Managers and delivering acquisition reporting.

Key responsibilities

• Research and build targeted prospect lists using approved data sources and market research.
• Contact prospects, conduct structured qualification discussions and assess suitability for banking and investment needs.
• Maintain complete and accurate CRM records, manage lead routing, workflow administration and monitor service‑level targets.
• Schedule prospect meetings, coordinate handovers to Relationship Managers and track progression to onboarding.
• Produce weekly and monthly acquisition reports, dashboards and KPI updates, identifying bottlenecks and recommending improvements.
• Support acquisition campaigns, client events and referral programmes, preparing target data and ensuring governance compliance.

Required profile

• Bachelor’s degree in Business Administration, Finance, Economics, Marketing or a related field.
• 3–5 years of experience in private banking, wealth management or related client acquisition roles.
• Strong understanding of compliance, data quality and governance standards.

Required skills

• CRM administration
• Data reporting and analytics