Investment Private Banker Associate

Citi; Dubai; On-site; AED 180,000 - 280,000; Full time

Job summary

Citi in Dubai is seeking an Associate Banker 2 to support the Private Banker in revenue growth through prospecting, client meetings and portfolio analysis. You will help with onboarding, documentation and client service while maintaining records for compliance and risk management.

The role requires 0-2 years of experience, knowledge of investments, and preferred AMFI/NSFI certifications. A Bachelor's degree is required for consideration.

Qualifications

• Knowledge of investments is required; banking and credit products desirable.
• AMFI/NSFI certifications preferred
• Ability to manage relationships internal and external

Responsibilities

• Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, focusing on Investments.
• Assist the Banker with prospecting—conduct client research, generate leads, develop prospects, and coordinate client events.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Organize pre-call planning and post-meeting notes; maintain client call records and reports.
• Provide day-to-day support to the Banker on documentation such as account openings, closings and loan disbursals; ensure timely revenue tracking and pipeline reports.
• Ensure KYC/AML documentation is complete and up-to-date; assess risk and escalate issues as needed.

Skills

Investments knowledge

Relationship management

Multitasking

Communication skills

Education

Bachelor's degree

Job description

Citi in Dubai is seeking an Associate Banker 2 to support the Private Banker in revenue growth through prospecting, client meetings and portfolio analysis. You will help with onboarding, documentation and client service while maintaining records for compliance and risk management.

The role requires 0-2 years of experience, knowledge of investments, and preferred AMFI/NSFI certifications. A Bachelor's degree is required for consideration.