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Citgold Private Client Relationship Banker - VP

Citi
Dubai, UAE
Full Time
Manager
Hybrid
1 weeks ago
Client Relationship ManagementFinancial PlanningRisk ProfilingKYC/AMLSalesProduct Knowledge
Free

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Client Relationship ManagementFinancial PlanningRisk Profiling
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Company Overview

  • 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

  • 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.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup.

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

What We Offer

  • Business casual workplace with a hybrid working model (up to 2 days working at home per week)
  • Competitive base salary (annually reviewed)
  • Additional benefits that support you (and your family) to be well, live well and save well

Job Family Group

  • Private Client Coverage

Job Family

  • Relationship Banker

Time Type

  • Full time

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