Citigold Acquisition Specialist- DUBAI

Role Overview

Citigold Acquisition Specialist at Citi, based in Dubai. This full-time position sits within Consumer Sales and Branch Sales, focused on onboarding new high-net-worth clients and upgrading existing customers to premium banking tiers.

Company Overview

Citi is a global financial institution serving as a trusted partner to clients by responsibly providing financial services that enable growth and economic progress.

Role Purpose

To onboard new-to-bank Citigold and Citigold Private clients while identifying and upgrading existing Citiblue customers to Citigold through relationship expansion and upsizing. The role requires meeting monthly sales targets and delivering on scorecards for acquisition, client penetration, and client manager base qualification.

Key Responsibilities

Client Acquisition & Onboarding

• Jointly work with the Acquisition Head and Branch Banking Staff to identify and acquire new-to-bank Citigold customers and upgrade existing Citiblue customers to Citigold.
• Identify and solicit new-to-bank Citigold customers through internal and external channels.
• Assist clients in opening Citigold accounts in the U.A.E. or offshore locations such as Singapore based on individual preference.
• Convert leads sent by the Telesales Unit and other channels into funded Citigold accounts.
• Complete updates of 'know your client' details for originated accounts.

Client Relationship & Expansion

• Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
• Upgrade existing Citiblue relationships to Citigold by upsizing current funding and deepening relationships.
• Actively engage with high payroll clients for conversion into funded Citigold status.
• Optimize funded Citigold opportunity in listed payroll companies.
• Attract an investment client base through relationship management by responding to internal referrals and driving pro-active business development.
• Assist Citigold clients in meeting identified investment and insurance financial needs by referring them to an Investment Professional.

Business Development & Marketing

• Spearhead micro marketing events focused on new-to-bank acquisition.
• Work with the product team and telemarketing to identify initiatives and products that help acquire new customers for the bank.
• Identify and pursue new clients aligned with Citi Retail Bank's value proposition.
• Stay connected with influencers, industry associations, thought leaders, and senior business contacts to expand industry knowledge and deepen Citi Retail Bank's relationships with these partners.

Strategic & Compliance

• Be future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors.
• Keep abreast of the current economic environment and capital markets to have meaningful discussions with new-to-bank Citigold prospects and optimize acquisition effectiveness.
• Deliver on scorecard parameters for improving new-to-bank acquisition, client penetration, qualified client manager base, and profiling.
• Meet the compliance and controls standards set by Citigroup.

Qualifications & Experience

• Foundational knowledge of Citi Retail Bank's structure, strategy, product suite, and target market.
• Basic knowledge of Citi Risk and KYC policies and practices.
• Basic knowledge of credit skills and Early Warning Detection.
• Ability to build knowledge of all aspects of commercial banking including basic commercial credit knowledge and the ability to quickly learn new products and services.
• 3 to 5 years of experience preferably in Direct Sales within the financial services industry.
• Prior experience acquiring high-net-worth clients in Priority Banking or SME Banking, or prior experience in investment products such as Mutual Funds, Insurance, equity, or fixed-income bonds (Priority Banking or SME Banking experience preferred).
• Other industry-relevant sales experience such as real estate or assets experience may be considered.

Skills & Competencies

• Passion for creating new business opportunities with existing clients and ability to demonstrate innovative approaches to meeting clients' needs.
• Ability to embrace new technology and understand the role digital plays in the client experience.

Additional Information

• Employment Type: Full time
• Citi is an equal opportunity employer and will provide consideration to qualified candidates 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.
• Reasonable accommodations are available for persons with disabilities to use search tools and apply for career opportunities.