Key Responsibilities:
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.
Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition and management of portfolio of clients.
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’s annual reviews & Due Diligence reviews in a timely manner and in meeting the standards in substance.
Maintain satisfactory Control & Compliance environment with full adherence to all laws and regulations and Citigroup Policies and Procedures.
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
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
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Education:
Bachelor’s/University degree or equivalent experience.
Post-graduate qualifications in Finance or Economics or in Business Administration (MBA) will be an added advantage.
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Job Family Group: Private Client Coverage
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Job Family: Relationship Banker
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Time Type: Full time
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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”) 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 Accessibility at Citi .
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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