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Citigold Private Client Relationship Banker

United States Citigroup
Dubai, UAE
Senior
1 months ago
Client Relationship ManagementFinancial PlanningRisk ProfilingKYC/AML ComplianceAsset AllocationSales
Free

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Client Relationship ManagementFinancial PlanningRisk Profiling
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Overview

  • Join Citi to serve as a trusted partner to clients by providing financial services that enable growth and economic progress.

What you'll do

  • 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 and identify potential customers for tailored products
  • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning
  • Organize customer events to enhance bonding
  • Acquire new CitiGold customers through converting referral leads

What we'll need from you

  • Ideally 7 years+ within this space
  • Previous relevant experience preferred
  • Ability to manage relationships both internal and external

Compliance, Risk & Controls

  • Ensure KYC/AML and other compliance norms are strictly adhered to
  • Fulfill client necessities while providing exceptional client experience
  • Assess risk and drive compliance with applicable laws, rules, and regulations

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