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Associate Banker role in Dubai for Citi Private Banking, focusing on client acquisition and revenue growth.
Full-time junior position, supporting senior bankers with investment strategy, KYC compliance, and client relationship management.
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Job Overview
The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities
- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
- Assist the Banker in deepening the existing client relationship through deep-dive analysis
- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Provide complete service support to client, including solving complex client inquiries
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
- 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.
Responsibilities
- Collaborate with senior bankers and cross-functional teams to develop tailored investment opportunities and structured solutions for clients.
- Help in the creation of tailored investment solutions specific to individual client needs.
- Survey M&A opportunities within the Private Banking space.
- Participate in the due diligence, data gathering, market analysis and valuation of potential acquisitions and investment opportunities.
- Collaborate with the tax compliance teams in assessing the eligibility and compliance of a particular project, external finance partners, or my company involved with Investors…while sharing insight and reporting to stakeholders in measuring the viablility of the investment...
- Help to explore M&A and other investment transactions in servicing your centralized IT or digital.
- Support the professional & technical team operating process to increase operational efficiency by developing unit testing, regression testing, verification and ensuring that shall ensure best practices are implemented in class....
- Identify competitors and relevant/feasible opportunities competitive compared with local business or Developed situation where we observable in it security..
Qualifications
- 0-2 years relevant experience
- Knowledge of investments is required; banking and credit products desirable
- Ability to manage relationships both internal and external; Ability to multi-task
- AMFI, NSFI certifications preferred
Education
Bachelor's/University degree or equivalent experience
Job Family Group
Private Client Coverage
Job Family
Private Banker Support
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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