Wealth Management Client Services Analyst

Citigroup Inc.; Dubai; On-site; AED 90,000 - 120,000; Full time

Job summary

Citigroup Inc. is seeking a Client Service Analyst 2 to support Citi Private Bank clients, delivering wealth management services with guidance from Banker teams.

You will manage client transactions, handle investigations, coordinate account maintenance, and ensure adherence to audit and compliance standards while sustaining high client satisfaction. The role emphasizes risk awareness, collaboration across operations and middle office, and opportunities to grow relationships through referrals.

Qualifications

• 3–6 years relevant experience.
• Ability to prioritize with strong organizational and time management skills.
• Ability to problem solve and analyzes data with demonstration of attention to detail.
• Strong verbal and written communication skills.
• Client facing experience; strong background and interest in operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products.

Responsibilities

• Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products; ensure transactions are completed within audit and compliance standards as well as timely.
• Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.
• 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

Client facing

Time management

Communication skills

Data analysis

Operations & compliance

Investments knowledge

Sales referral experience

Education

Bachelor’s degree

Job description

Citigroup Inc. is seeking a Client Service Analyst 2 to support Citi Private Bank clients, delivering wealth management services with guidance from Banker teams.

You will manage client transactions, handle investigations, coordinate account maintenance, and ensure adherence to audit and compliance standards while sustaining high client satisfaction. The role emphasizes risk awareness, collaboration across operations and middle office, and opportunities to grow relationships through referrals.