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Citigold Relationship Banker

United States Citigroup
United Arab Emirates, UAE
Full Time
Senior
1 months ago
Client Relationship ManagementWealth ManagementFinancial PlanningRisk ProfilingKYC/AML ComplianceCommunication
Free

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Client Relationship ManagementWealth ManagementFinancial Planning
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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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