Wealth & Client Services Analyst

Tanqeeb; Abu Dhabi; On-site; AED 150,000 - 230,000; Full time

Job summary

Citi is seeking a Client Service Analyst 2 in Abu Dhabi to support Citi Private Bank clients with wealth management services and smooth execution of transactions. The role emphasizes accuracy, compliance, and proactive client engagement.

Responsibilities include coordinating account maintenance, resolving inquiries, and identifying referral opportunities while upholding Citi policies and risk controls. A bachelor's degree and 3–6 years' experience are expected.

Qualifications

• Bachelor's degree or equivalent in a relevant field.
• 3-6 years of relevant experience in operations, banking or client services.
• Strong communication, client-facing skills and data analysis ability.

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from bankers.
• Manage client transactions and ensure compliance with audit standards.
• Own client investigations and collaborate with operations for resolution.
• Coordinate account maintenance and reporting across products and WINS.
• Enforce policies to ensure operational integrity and client satisfaction.
• Arrange client visits and perform service quality check-ins.
• Identify new business opportunities for referrals to bankers.
• Use Citi applications and contribute to process improvements.
• Assess risk in business decisions and escalate issues transparently.

Skills

Data analysis

Client facing

Communication

Attention to detail

Operations knowledge

Education

Bachelor's degree

Job description

Citi is seeking a Client Service Analyst 2 in Abu Dhabi to support Citi Private Bank clients with wealth management services and smooth execution of transactions. The role emphasizes accuracy, compliance, and proactive client engagement.

Responsibilities include coordinating account maintenance, resolving inquiries, and identifying referral opportunities while upholding Citi policies and risk controls. A bachelor's degree and 3–6 years' experience are expected.