Client Manager
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Key skills for this role
About the Role
Citi seeks a Client Manager for its Institutional Banking group in Dubai. You will serve as a client-facing banker responsible for onboarding, service coordination, credit management, and KYC ownership.
Key Skills for This Role
Responsibilities
- Maintain professional relationships with client representatives
- Understand client drivers and support Subsidiary Account Managers, Regional Account Managers and Parent Account Managers in origination activities
- Identify and originate low complexity opportunities in partnership with manager
- Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives
- Manage credit requests in close coordination with various internal teams
- Monitor credit lines and escalate exceptions
- Manage the end to end client onboarding experience, from initiating CRM requests to post implementation follow up
- Oversee client documentation and facilitate client training to ensure a smooth transition
- Serve as the primary point of contact for managing and resolving client escalations
- Facilitate day to day operational flows and track client feedback
- Act as the designated KYC owner for a portfolio of clients
- Take responsibility for completing and maintaining accurate client profiles
Requirements
- 2 5 years of experience in client management or a related role within the financial services industry
- Basic product knowledge and understanding of operational processes and KYC/AML regulatory requirements
- Ability to resolve client issues and manage escalations
- Strong communication and interpersonal skills
- High level of accuracy and attention to detail
- Bachelor's/University degree or equivalent experience
Full Job Posting
Role Overview
- The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management.
- This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities
- Maintain professional relationships with client representatives.
- Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
- In partnership with manager, identify and originate low complexity opportunities.
- Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
- Manage credit requests in close coordination with various internal teams
- Monitor credit lines and escalate exceptions
- Manage the end to end client onboarding experience, from initiating CRM requests to post implementation follow up.
- Oversee client documentation and facilitate client training to ensure a smooth transition.
- Serve as the primary point of contact for managing and resolving client escalations.
- Facilitate day to day operational flows and track client feedback
- Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
- Take responsibility for completing and maintaining accurate client profiles.
Qualifications
- Experience: 2 5 years of experience in client management or a related role within the financial services industry.
- Technical Skills: Basic product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
- Problem Solving: Ability to resolve client issues and manage escalations.
- Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships
- Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
- Education: Bachelor's/University degree or equivalent experience
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