Wealth Client Services Analyst - Operational Excellence

Citi; Dubai; In loco; AED 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Citi is seeking a Client Service Analyst 2 in Dubai to support wealth management clients and conduct transactions within policy. You will investigate client inquiries, coordinate account maintenance, and collaborate with cross-functional teams to ensure accurate, timely service.

The role emphasizes strong communication, data analysis, and a client-centric approach within a banking environment. International exposure and adherence to regulatory standards are valued.

Competenze

• 3-6 years relevant experience in banking/operations.
• Strong organizational and time management skills to support banker teams and clients.
• Ability to analyze data, identify issues and communicate results clearly.
• Excellent verbal and written communication for client interactions.
• Knowledge of investments, banking and credit products is advantageous.

Mansioni

• Deliver wealth management services to Citi Private Bank clients with team guidance.
• Manage and execute client transactions in line with audit and compliance standards.
• Own client investigations and collaborate with operations and middle office for resolution.
• Coordinate account maintenance and reporting across products and systems.
• Uphold banking policies to ensure integrity and high client satisfaction.
• Schedule client visits and perform service quality check-in calls.
• Develop new client relationships and seek referrals for banker or product specialists.
• Use Citi applications and contribute to service improvement initiatives.
• Assess risk in business decisions and escalate control issues transparently.

Conoscenze

Prioritization

Problem solving

Data analysis

Communication (verbal & written)

Client facing experience

Formazione

Bachelor or equivalent

Descrizione del lavoro

Citi is seeking a Client Service Analyst 2 in Dubai to support wealth management clients and conduct transactions within policy. You will investigate client inquiries, coordinate account maintenance, and collaborate with cross-functional teams to ensure accurate, timely service.

The role emphasizes strong communication, data analysis, and a client-centric approach within a banking environment. International exposure and adherence to regulatory standards are valued.