وصف الوظيفة
Role Overview
Citigold Private Client Relationship Banker - AVP at Citi, based in Dubai.
Company Overview
Citi is a global organization whose mission is to serve as a trusted partner to clients by responsibly providing financial services that enable growth and economic progress.
Role Purpose
The Citigold Relationship Banker serves as a trusted advisor to high-net-worth clients, managing comprehensive client relationships through proactive needs assessment, product advisory, and exceptional client service while maintaining strict compliance with regulatory and risk management standards.
Key Responsibilities
Client Account Management
- Review CitiGold customer needs and asset allocation; proactively engage with customers to validate understanding of needs.
- Advise CitiGold customers to enrich relationships by mobilizing additional funds and selling fee-based products and services based on current and future customer needs.
- Review product penetration for assigned client base and identify potential CitiGold 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 CitiGold 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.
- Assess risk appropriately when business decisions are made, demonstrating particular consideration for the firm's reputation.
- Safeguard Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations.
- Adhere to Policy and apply sound ethical judgment regarding personal behavior, conduct and business practices.
- Escalate, manage and report control issues with transparency.
- Fulfill clients' needs while providing exceptional client experience, measured by specific metrics.
Qualifications & Experience
- 7+ years of experience in private banking or related financial services space, ideally.
- Previous relevant experience preferred.
- Mandatory certifications as required for selling financial products.
Skills & Competencies
- Ability to manage relationships both internal and external.
- Ability to prioritize.
- Technical knowledge of processes, procedures and systems used in assigned tasks.
- Basic understanding of underlying concepts and principles of the role.
- Problem-solving capability through identifying and selecting solutions via acquired technical experience.
Additional Information
- Full-time position.
- Location: Dubai.
- Hybrid working model: up to 2 days working from home per week.
- Business casual workplace.
- Competitive base salary, annually reviewed.
- Comprehensive benefits package supporting wellness, living well, and financial security for employee and family.
- Citi is an equal opportunity employer; qualified candidates receive consideration without regard to 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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