Relationship Banker Full-time Job

2 weeks ago   Banking   Dubai   90 views Reference: 19963
Job Details

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.

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.

Qualifications:

5-8 years of experience

Ability to manage relationships both internal and external; Ability to multi-task

Mandatory certifications as required for selling financial products

Education:

Bachelor's/University degree or equivalent experience

Company Description
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank an institution connecting millions of people across hundreds of countries and cities.