Citigold Relationship Manager

Dubai, United Arab Emirates

Job Description

The Citigold Relationship Banker is a seasoned professional role. The role will report into a Team Leader and is part of Citi\xe2\x80\x99s Retail Bank business. Citi\xe2\x80\x99s Retail Bank in the Middle East has a unique and integrated model that offers, through a single RM based in the Middle East, a full range of local banking products booked in the Middle East and a wide range of Wealth Management Products booked in Singapore. Singapore, one of the premier financial centres in the world, is a centre preferred by clients for Wealth Management. Wealth Management in Singapore, for the Middle East, is offered through Citi\xe2\x80\x99s International Personal Bank, a best in class wealth management platform that is one of the leading wealth management providers in the APAC and EMEA region. The business of Banking & Wealth Management is heavily regulated and all activities must be carried out in strict adherence to both internal and external regulations and controls.

Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Development Value:

This role will provide exposure to a truly global Wealth Management platform and therefore an opportunity to increase knowledge in Wealth Management products and processes. The role provides for growth in seniority as well as potential to branch off into related job functions. Citi, as an organization, provides excellent opportunities for long term career growth along a broad path. Experienced financial services sales person will deepen their client relationship and sales skills related to local banking

Key Responsibilities:
  • Client Account Management: To provide to clients a full range of Banking as well as Wealth Management products. To develop long-term relationships with the clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios in line with Citi Views. Offer products to help clients make informed decisions.
  • To achieve individual targets against Key Performance Indicators, including revenue targets, to grow client base, AUM and account profitability while maintaining a high standard of service quality.
  • To perform KYC / AML reviews, including High Net worth Individual\xe2\x80\x99s annual reviews & Due Diligence reviews in a timely manner and in meeting the standards in substance.
  • Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
  • Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
  • Organize CG customer events to enhance customer bonding.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Maintain satisfactory Control & Compliance environment with full adherence to all laws and regulations and Citigroup Policies and Procedures.
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\xe2\x80\x99s 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.

Citigroup Inc. and its subsidiaries ("Citi\xe2\x80\x9d) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .

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Job Detail

  • Job Id
    JD1535582
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, United Arab Emirates
  • Education
    Not mentioned