Associate Banker (UAE Nationals Only)

Citi; Dubai; On-site; AED 180,000 - 280,000; Full time

Job summary

Citi in Dubai is seeking an Associate Banker 2 to support the Private Banker in revenue growth through prospecting, client meetings and portfolio analysis. You will help with onboarding, documentation and client service while maintaining records for compliance and risk management.

The role requires 0-2 years of experience, knowledge of investments, and preferred AMFI/NSFI certifications. A Bachelor's degree is required for consideration.

Qualifications

• Knowledge of investments is required; banking and credit products desirable.
• AMFI/NSFI certifications preferred
• Ability to manage relationships internal and external

Responsibilities

• Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, focusing on Investments.
• Assist the Banker with prospecting—conduct client research, generate leads, develop prospects, and coordinate client events.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Organize pre-call planning and post-meeting notes; maintain client call records and reports.
• Provide day-to-day support to the Banker on documentation such as account openings, closings and loan disbursals; ensure timely revenue tracking and pipeline reports.
• Ensure KYC/AML documentation is complete and up-to-date; assess risk and escalate issues as needed.

Skills

Investments knowledge

Relationship management

Multitasking

Communication skills

Education

Bachelor's degree

Job description

The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

• AMFI, NSFI certifications preferred

Responsibilities

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 0-2 years relevant experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task
• AMFI, NSFI certifications preferred

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Private Banker Support

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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