Citigold Relationship Banker

United States Citigroup; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a Citigold Relationship Banker to leverage their extensive experience in client account management and relationship building. This role involves engaging with customers to understand their needs, advising them on tailored financial products, and ensuring compliance with regulations. The ideal candidate will possess strong analytical and communication skills, demonstrating leadership while coaching new recruits. Join a dynamic team where your contributions will significantly impact client relationships and business success in a fast-paced financial environment.

Qualifications

• 5-8 years of experience in client account management.
• Strong communication and analytical skills required.

Responsibilities

• Manage client accounts and assess customer needs.
• Engage with customers to enhance relationships and product penetration.
• Ensure compliance with KYC/AML norms.

Skills

Analytical Skills

Communication Skills

Diplomacy Skills

Relationship Management

Education

Bachelor of Business Administration

Job description

Bachelor of Business Administration(Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description

The Citigold Relationship Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Client Account Management
• Review 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 and risk profiling.
• Organize CG customer events to enhance customer bonding.
• Acquire new CitiGold customers through converting referral leads.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• 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:

• 5-8 years of experience
• Ability to manage relationships both internal and external; Ability to prioritize
• Mandatory certifications as required for selling financial products

Education:

• Bachelor's/University degree or equivalent experience