Private Banker - Director, Citi

Citi

Location:
United Arab Emirates, Dubai

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.

Job Responsibility:

Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Establish a referral network and gain introductions to potential clients which generate new sales
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi
Ensure clients are presented with seamless execution of internal processes and Citigroup services
Understand and communicate the risk involved with various investment strategies
Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
Understand the broad array of products and services under the Citi umbrella

Requirements:

15+ years of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Strong UAE clients’ base and managing AuMs in excess of USD500mn
Investment AuMs in excess of US$250mn
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Apply an in-depth level of knowledge in key investment and financing products
Bachelor's/University degree, Master's degree preferred

Additional Information:

Job Posted:
June 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Banker - Director