Hybrid Private Client Relationship Banker AVP

Citi

New York (NY)

Hybrid

USD 95,000 - 136,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model
Competitive salary and benefits

Job summary

Citi Dubai is seeking a Citigold Private Client Relationship Banker AVP to join our Private Client Coverage team. The role blends relationship management with wealth advisory, operating in a hybrid model with two days remote per week.

You will manage CitiGold relationships, assess client needs, advise on asset allocation, mobilize funds, and promote fee-based products while maintaining rigorous KYC/AML standards and risk controls.

Qualifications

  • 7+ years experience in private client or similar role.
  • Experience with CitiGold or wealth management is preferred.
  • Strong knowledge of KYC/AML and compliance.

Responsibilities

  • Client Account Management
  • Review CitiGold customer needs and asset allocation, engage with the customer to validate needs.
  • Advise CG customers to mobilize funds and sell fee-based products/services based on needs.
  • Review product penetration for the assigned client base and identify potential CG customers.
  • Ensure coverage of relationships through engagement, risk profiling and financial planning.
  • Organize CG customer events to enhance bonding.
  • Acquire new CitiGold customers through referrals.

Skills

Relationship management
Prioritization
Financial product certs
7+ years exp

Job description

Citi Dubai is seeking a Citigold Private Client Relationship Banker AVP to join our Private Client Coverage team. The role blends relationship management with wealth advisory, operating in a hybrid model with two days remote per week.

You will manage CitiGold relationships, assess client needs, advise on asset allocation, mobilize funds, and promote fee-based products while maintaining rigorous KYC/AML standards and risk controls.

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