Citigold Private Client - Relationship Banker

PowerToFly; Dubai; Hybrid; AED 120,000 - 200,000; Full time

Job summary

A global financial services provider in Dubai is seeking a Relationship Banker to manage client accounts and enhance customer engagement. The role demands at least 7 years of relevant experience, strong compliance knowledge, and a client-focused approach. You'll advise clients on tailored financial products while ensuring adherence to regulations. Enjoy a hybrid work model and a competitive salary alongside additional benefits supporting your well-being. Take this chance to foster client relationships and drive business growth.

Benefits

Hybrid working model

Competitive salary

Additional family benefits

Qualifications

• Ideally 7 years+ relevant experience in a financial landscape.
• Ability to manage both internal and external relationships.
• Strong prioritization skills in a customer-focused environment.

Responsibilities

• Manage the client account and understand their financial needs.
• Advise clients on financial products tailored to their needs.
• Ensure compliance with KYC/AML regulations.
• Acquire new clients through referral leads.

Skills

Client Account Management

Relationship Management

Problem Solving

KYC/AML Compliance

Education

Mandatory certifications for selling financial products

Job description

Overview

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Responsibilities

The Citigold Relationship Banker requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. You are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

• Client Account Management
• Review CitiGold (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
• Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Organize CG customer events to enhance customer bonding.
• Acquire new CitiGold customers through converting referral leads.
• Compliance, Risk & Controls
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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

• Ideally 7 years+ within this space
• Previous relevant experience preferred
• Ability to manage relationships both internal and external; Ability to prioritize
• Mandatory certifications as required for selling financial products

By joining Citi Dubai, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well.

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Job Details

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.