Citigold Private Client Relationship Banker - AVP

Citi; Dubai; Hybrid; AED 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Competitive base salary

Benefits for you and your family

Zusammenfassung

Citi Dubai seeks a Citigold Relationship Banker to manage CitiGold relationships, assess client needs, and guide asset allocation. You will proactively engage clients, cross-sell suitable products, and ensure adherence to KYC/AML and risk controls.

In this hybrid role, you’ll expand the client base, organize events, and deliver an exceptional experience while maintaining regulatory standards.

Qualifikationen

• 7+ years in private client banking or related space.
• Experience managing client relationships and advising on products.
• Mandatory certifications in selling financial products.

Aufgaben

• Manage CitiGold client relationships, assess needs and asset allocation.
• Advise clients to enrich relationships and cross-sell fee-based products.
• Ensure KYC/AML compliance and risk controls are maintained.
• Organize client events and deliver an exceptional client experience.
• Acquire new CitiGold customers through referrals.

Kenntnisse

Client relationship management

KYC/AML compliance

Sales and advisory skills

Financial product knowledge

Ausbildung

Certifications in selling financial products

Tools

CRM systems

Citi internal tools

Jobbeschreibung

• Previous relevant experience preferred

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.

Job Family Group

Private Client Coverage

Job Family

Relationship Banker

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.

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.

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