Citigold Relationship Banker
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Key skills for this role
About the Role
Citigroup seeks a seasoned Citigold Relationship Banker in the UAE to manage client accounts, advise on asset allocation, and acquire new high-net-worth customers. The role requires strong analytical, communication, and diplomacy skills, with a focus on compliance and risk controls.
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 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
- Ensure KYC/AML and other compliance norms are strictly adhered to
- Assess risk when business decisions are made and escalate control issues
Requirements
- In depth disciplinary knowledge in wealth management and client relationship management
- Strong analytical skills to filter, prioritize and validate complex information
- Strong communication and diplomacy skills
Full Job Posting
Role Overview
- The Citigold Relationship Banker is a seasoned professional role applying in depth disciplinary knowledge to improve processes and workflows.
Client Account Management
- Review CG customer needs and asset allocation.
- Advise CG customers to enrich relationships.
- Review product penetration for assigned client base.
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
- Organize CG customer events.
- Acquire new CitiGold customers through converting referral leads.
Compliance, Risk & Controls
- Ensure KYC/AML and other compliance norms are strictly adhered to.
- Appropriately assess risk when business decisions are made.
- Escalate, manage and report control issues with transparency.
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