Dubai Private Client & Wealth Relationship Banker, AVP

Citi

New York (NY)

Hybrid

USD 82,000 - 147,000

Full time

12 days ago
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Job summary

Citi Dubai seeks a Citigold Private Client Relationship Banker AVP to manage high-net-worth client relationships, advise on wealth solutions and grow assets within the CitiGold segment. The role demands strong knowledge of processes, risk controls, and compliant advisory services; you will engage clients, review needs, and organize events while upholding Citi policies and standards.

Hybrid working model with a competitive base salary; 7+ years experience and relevant certifications are preferred

Qualifications

  • 7+ years in private banking or wealth management
  • Experience managing high-net-worth clients
  • Ability to sell products and coordinate with teams
  • Mandatory certifications for selling financial products

Responsibilities

  • Review CitiGold (CG) customer needs and asset allocation; pro-actively engage with the customer to validate needs.
  • Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services.
  • Review product penetration for the assigned CG client base; identify potential CG customers for tailored products.
  • 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 KYC/AML and other compliance norms are strictly adhered to.
  • Fulfilling the clients' necessities while providing an exceptional client experience; measure by metrics.
  • Appropriately assess risk when business decisions are made and escalate issues with transparency

Skills

Client relationship management
Wealth advisory
KYC/AML compliance
Cross-functional collaboration

Job description

Citi Dubai seeks a Citigold Private Client Relationship Banker AVP to manage high-net-worth client relationships, advise on wealth solutions and grow assets within the CitiGold segment. The role demands strong knowledge of processes, risk controls, and compliant advisory services; you will engage clients, review needs, and organize events while upholding Citi policies and standards.

Hybrid working model with a competitive base salary; 7+ years experience and relevant certifications are preferred

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