Senior Private Client Relationship Advisor

Citi Bank; Abu Dhabi; In loco; AED 80.000 - 160.000; Tempo pieno

Descrizione del lavoro

Citi seeks a CPC Relationship Banker in Abu Dhabi to manage client accounts, assess needs, and drive asset allocation and sales across CPC products. The role emphasizes strong communication, risk awareness, and coaching of new recruits within a globally integrated team.

The position focuses on delivering exceptional client experiences, adhering to KYC/AML standards, and organizing client events to deepen relationships with CPC clients in the Private Client Coverage group.

Competenze

• 5-8 years of experience in banking or client-relations roles.
• Bachelor's/University degree or equivalent experience.

Mansioni

• 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.

Descrizione del lavoro

Citi seeks a CPC Relationship Banker in Abu Dhabi to manage client accounts, assess needs, and drive asset allocation and sales across CPC products. The role emphasizes strong communication, risk awareness, and coaching of new recruits within a globally integrated team.

The position focuses on delivering exceptional client experiences, adhering to KYC/AML standards, and organizing client events to deepen relationships with CPC clients in the Private Client Coverage group.