Client Acquisition Specialist

Role summary

This position supports the bank’s client acquisition efforts by finding potential clients, assessing lead quality, keeping CRM records accurate, arranging smooth transfers to Relationship Managers, and preparing acquisition-related reports.

Purpose of the role

The Client Acquisition Specialist helps run the day-to-day activities of the Client Acquisition Office and ensures the acquisition process is carried out effectively.

The role includes identifying prospects, qualifying leads, administering CRM activities, supporting acquisition campaigns, and coordinating engagement with Relationship Managers so that potential clients are properly reviewed, tracked, and moved through the acquisition funnel.

This position works closely with the Client Acquisition Lead, Relationship Managers, Marketing, Operations, and Compliance teams to uphold acquisition discipline, maintain strong data quality, and improve conversion outcomes.

Key responsibilities

• Research affluent and high-net-worth prospects using approved data sources and market intelligence.
• Create focused prospect lists for campaigns, referrals, introducer programmes, and opportunities linked to the Al-Futtaim Group.
• Keep prospect databases updated and monitor acquisition opportunities across target segments.
• Reach out to prospects from approved sources and conduct structured qualification conversations.
• Evaluate fit, banking requirements, investment needs, and readiness for engagement with a Relationship Manager.
• Maintain a professional, advisory, and policy-compliant approach in all prospect interactions.
• Keep CRM records complete, including interactions, lead status, and pipeline movement.
• Manage lead assignment, workflow handling, service-level tracking, and response-time monitoring.
• Protect data quality and ensure all acquisition records follow governance standards.
• Arrange prospect meetings with Relationship Managers and manage handover requirements.
• Track progress from meeting stage through onboarding and coordinate any required follow-up.
• Escalate urgent or high-value opportunities where needed.
• Prepare weekly and monthly reports, dashboards, and KPI updates for acquisition activity.
• Monitor pipeline movement, conversion ratios, lead response times, and service-level performance.
• Spot operational delays and suggest process improvements.
• Assist with campaigns, client events, and other prospect engagement activities.
• Support campaign data preparation, audience targeting, and introducer or referral programme administration.
• Follow internal policies, procedures, regulatory expectations, and audit requirements.
• Handle client and prospect information with confidentiality and security.

Qualifications

A bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field is required.

Professional credentials in Sales, Banking, CRM, or Wealth Management are considered an advantage.

Experience

Ideally, candidates should have 3 to 5 years of experience in Private Banking, Wealth Management, Sales Support, Business Development, or Financial Services.

Prior exposure to CRM platforms, client databases, lead qualification, and prospect engagement is needed.

Strong analytical, reporting, verbal communication, and written communication skills are important.

Experience in UAE banking is an advantage. English is essential, and Arabic is strongly preferred.

Key performance indicators

• Commercial metrics include qualified prospects, completed qualifications, meetings arranged, conversion from RM meetings, and introducer lead volume.
• Operational metrics include CRM accuracy, data quality, reporting accuracy, SLA compliance, and lead response time.
• Client experience metrics include the quality of prospect engagement, timeliness of follow-up, and satisfaction during qualification.