Summary
Citi is hiring a Citigold Private Client Relationship Banker in Dubai. The role manages client relationships, reviews customer needs and asset allocation, and recommends tailored financial products and services. Responsibilities include acquiring customers through referrals, organizing client events, and following KYC, AML and other compliance requirements. Citi seeks candidates with ideally 7 or more years in the field and the certifications required to sell financial products; the role is full-time with a hybrid model of up to 2 days working from home per week.
The posting
As published on citigroup.com. Pulled from the employer's site and shown as they wrote it.
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
What you’ll do
The Citigold Relationship Banker requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based.
You are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Client Account Management
Review CitiGold (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
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 that KYC/AML and other compliance norms are strictly adhered to.
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
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
What we’ll need from you
Ideally 7 years+ within this space
Previous relevant experience preferred
Ability to manage relationships both internal and external; Ability to prioritize
Mandatory certifications as required for selling financial products
By joining Citi Dubai, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well.
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.
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Job Family Group:
Private Client Coverage
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Job Family:
Relationship Banker
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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