Citigold Relationship Banker

Role Overview

Citigold Relationship Banker 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 develops and manages relationships with high-net-worth clients by understanding their financial needs, recommending tailored products and services, and ensuring compliance with all regulatory requirements while delivering an exceptional client experience.

Key Responsibilities

Client Account Management

• Review CitiGold customer needs and asset allocation, proactively engaging with customers to validate understanding of their requirements.
• Advise CitiGold customers to enrich relationships by mobilizing additional funds and selling other fee-based products and services based on current and future customer needs.
• Review product penetration for the 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.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
• Drive 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.
• Deliver exceptional client experience measured by specific metrics.

Qualifications & Experience

• 7 years or more within this space.
• 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.
• Knowledge of processes, procedures and systems used in assigned tasks.
• Understanding of underlying concepts and principles upon which the job is based.
• Ability to resolve problems by identifying and selecting solutions through application of acquired technical experience.

Additional Information

• Full-time position.
• Business casual workplace.
• Hybrid working model: up to 2 days working at home per week.
• Competitive base salary with annual review.
• Additional benefits to support employee and family wellness, lifestyle and savings.
• Citi is an equal opportunity employer and provides reasonable accommodations for persons with disabilities.