Citigold Private Client Relationship Banker - VP

Tanqeeb; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

CitiGold Relationship Banker role in Abu Dhabi requires managing CitiGold and CitiGold Private Client relationships, reviewing client needs, and advising on asset allocation and expanding fee-based services. You will be responsible for risk profiling, financial planning and ensuring strict compliance with Citi policies while growing the client base.

The position emphasizes strong client engagement, cross-selling opportunities, and adherence to global standards in a high-volume private client

Qualifications

• Experience in Managing client accounts and relationships.
• Ability to identify client needs and provide appropriate financial products.
• Awareness of KYC/AML compliance and controls.
• Strong communication and problem solving in a regulated environment.

Responsibilities

• Manage CitiGold and CitiGold Private Client relationships and accounts.
• Review client needs and asset allocation, and engage proactively.
• Promote CitiGold products and fee-based services to meet client needs.
• Ensure risk profiling and financial planning for all relationships.
• Coordinate client events to strengthen engagement and retention.
• Acquire new clients through referrals while maintaining compliance.

Skills

Client management

Relationship building

Financial product knowledge

KYC/AML awareness

Job description

Job description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job 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.

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 and CitiGold Private Client customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise CitiGold and CitiGold Private Client 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 CitiGold and CitiGold Private Client 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 CitiGold and CitiGold Private Client customer events to enhance customer bonding, drive client engagement & attendance during Citi organized events
• Acquire new CitiGold and CitiGold Private Client customers through converting referral leads.
• Strict adherence to Citi Compliance, Risk & Controls
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Fulfilling the client's necessities while providing an exceptional client experience is the expected behaviour 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 behaviour, 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

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.

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