CPC Relationship Banker - C12 - DUBAI

Citigroup Inc.; Dubai; On-site; AED 180,000 - 280,000; Full time

Job summary

Citigroup Inc. in Dubai seeks an experienced Relationship Banker for Private Client Coverage.

The role focuses on client account management, asset allocation review, and proactive engagement to validate client needs, while advising on funding and fee-based products to deepen relationships. The candidate will ensure risk profiling, financial planning, and comprehensive relationship coverage across CPC clients, with a focus on acquiring new customers through referrals and events.

Qualifications

• 5-8 years of experience in private client banking.
• Bachelor's degree or equivalent experience.

Responsibilities

• Client account management and relationship banking responsibilities for CPC clients.
• Review CPC customer needs and asset allocation; engage proactively to validate understanding of needs.
• Advise CPC customers to mobilize additional funds and sell fee-based products/services based on current and future needs.
• Review product penetration for the assigned client base; identify CPC customers for tailored products to enhance penetration.
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Acquire new CPC customers through converting referral leads.

Education

Bachelor's degree

Job description

Responsibilities

• Client Account Management

Client Account Management

• Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise CPC 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 CPC 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 CPC customer events to enhance customer bonding.
• Acquire new CPC 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

• 5-8 years of experience

Education

• Bachelor's/University degree or equivalent experience

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.

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