Citigold Relationship Banker

2 weeks ago


Dubai, United Arab Emirates Citi Full time

**Responsibilities**:

- Client Account Management
- Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and
- financial planning.
- Organize CG customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.

**Qualifications**:

- To be successful in this role you will come with 7- 10 years of experience in wealth management in a financial services company advising on a wide range of products.
- Strong knowledge of financial products and services, financial markets and economic environments.
- Ability to manage portfolios, deliver to Key Performance Indicators in a regulated environment and source new business through one’s own initiative
- Language: English is a must; fluent Arabic (verbal and written) will be given additional preference

**Education**:

- Bachelor's/University degree.
- Post-graduate qualifications in Finance or Economics or in Business Administration (MBA) will be an added advantage.
- Mandatory certifications as required for selling financial products
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Relationship Banker
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting



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