Citigold Private Client Relationship Banker
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Key skills for this role
About the Role
Citi seeks a Citigold Relationship Banker in Dubai to manage high-value client relationships, drive asset growth, and sell fee-based products. Requires 7+ years experience, strong relationship management skills, and mandatory certifications for financial product sales.
Key Skills for This Role
Responsibilities
- Review CitiGold customer needs and asset allocation, proactively engage to validate understanding
- Advise customers to enrich relationships by mobilizing additional funds and selling fee based products
- Review product penetration for assigned client base and identify opportunities for tailored products
- 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
- Ensure KYC/AML and other compliance norms are strictly adhered to
Requirements
- 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
Full Job Posting
Job Overview
- Citigold Private Client Relationship Banker position in Dubai, UAE with hybrid working model.
What you’ll do
- Client Account Management
- Review CitiGold customer needs and asset allocation, proactively engage to validate understanding
- Advise customers to enrich relationships by mobilizing additional funds and selling fee based products
- Review product penetration for assigned client base, identify opportunities for tailored products
- 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
- Ensure KYC/AML and other compliance norms are strictly adhered to
- Fulfill clients’ necessities while providing exceptional client experience
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
Benefits
- Competitive base salary (annually reviewed)
- Hybrid working model (up to 2 days working at home per week)
- Additional benefits supporting well being, living well, and saving well
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