Private Client Relationship Advisor

Citi; Abu Dhabi; On-site; AED 180,000 - 300,000; Full time

Job summary

Citi is seeking a Relationship Banker to manage CitiGold client relationships in a private client coverage setting. You will review client needs, asset allocations, and opportunities to mobilize additional funds while selling fee-based products aligned with client goals.

The role requires 5–8 years of experience, strong relationship management, and compliance certifications. You will engage in risk profiling, financial planning, and client events to deepen relationships.

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

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, 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.
• 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.

Skills

Relationship management

Prioritization

Compliance awareness

Education

Bachelor's degree

Job description

Citi is seeking a Relationship Banker to manage CitiGold client relationships in a private client coverage setting. You will review client needs, asset allocations, and opportunities to mobilize additional funds while selling fee-based products aligned with client goals.

The role requires 5–8 years of experience, strong relationship management, and compliance certifications. You will engage in risk profiling, financial planning, and client events to deepen relationships.