Citigold Private Client Relationship Banker

Overview

What You’ll Do

• 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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Private Client Coverage

Relationship Banker

Time Type

Most Relevant Skills

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