Client Acquisition Specialist

Role Summary

Purpose

Prospect Research & Lead Generation

• 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.

Client Qualification

• 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.

Crm Administration

• 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.

Relationship Manager Coordination

• 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.

Reporting & Analytics

• 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.

Acquisition Campaign Support

• Support campaigns, client events and prospect engagement activities.
• Prepare campaign data, target audiences and referral or introducer programme administration.

Governance & Compliance

• Ensure compliance with internal policies, procedures, regulatory expectations and audit requirements.
• Maintain confidentiality and secure handling of client and prospect information.

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.

Key Performance Indicators

• **Commercial:**
• qualified prospects, completed qualifications, meetings scheduled, RM meeting conversion and introducer lead volumes.
• **Operational:**
• CRM accuracy, data quality, reporting accuracy, SLA adherence and lead response times.
• **Client experience:**
• prospect engagement quality, follow-up timeliness and satisfaction during qualification.