Citigold Private Client Relationship Banker - AVP

Citigroup Inc.; Dubai; Hybrid; AED 300.000 - 456.000; Vollzeit

Zusammenfassung

Citigroup Dubai is hiring a CitiGold Relationship Banker to manage client accounts, assess needs, and advise on asset allocation and fee-based products. You will work to deepen relationships while ensuring compliance with KYC/AML and risk controls, delivering exceptional client experiences.

You will engage with CitiGold customers, acquire new clients, organize events, and support cross-selling across Citi's wealth and advisory services in a hybrid work model with at least two days at home per

Qualifikationen

• Experience in client account management and financial services.
• Deep understanding of wealth management products and advisory processes.
• Ability to navigate KYC/AML requirements and risk controls.

Aufgaben

• Manage CitiGold client accounts and asset allocation.
• Proactively engage with customers to validate needs and opportunities.
• Advise clients to enrich relationships and mobilize funds; cross-sell fee-based products.
• Review product penetration and identify opportunities for tailored offerings.
• Ensure coverage of relationships through ongoing client engagement and risk profiling.
• Organize CitiGold client events to strengthen client bonds.
• Acquire new CitiGold customers through referrals and outreach.
• Comply with KYC/AML norms and other regulatory requirements.

Kenntnisse

Client relationship management

CitiGold product knowledge

Cross-selling

KYC/AML compliance

Problem solving

Communication skills

Jobbeschreibung

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.

What you’ll do

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

What we’ll need from you

• 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.

Time Type: Full time

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.