Job Description
- Work in partnership with the Private Banker team to address the financial needs and expectations of the client
- Exceed client expectations by thoroughly understanding problems and providing creative solutions.
- Assist in mapping the wealth of the respective countries through public domain research, specialists tools and existing contacts
- Take the lead on prospecting certain target market clients
- Maintain close contact with clients in conjunction with the Private Bankers.
- Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up
- Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in formulating and executing specific account strategies, proposing solutions and negotiating standard transactions
- Provide innovative support in marketing strategies
- Assist the Private Bankers in executing sales strategies for formulating strategies if required.
- Work with specialists and support team in conjunction with Private Banker to implement client decisions
- Participate in client meetings and account reviews to understand the clients requirements if needed.
- Prepare client pitches and assist in portfolio reviews
- Helping bankers research potential target market clients and working with the banker and business development team on strategies to convert these prospects
- Projects for the GMM/Team leader as required
- Work with the Associate Banker to help the execution of transactions across the broad array of Citi products
- Work with client and Private Banker, On-boarding team, Associate Banker and Client Services team to facilitate account opening and completion of the mandatory documentation especially in KYC and AML
- Capture and maintain client information
- Assist in Client Relationship Management e.g. updating the pipeline, logging call reports
- Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB
- Monitor and adapt to changes in business processes and policies
- Identify ways to streamline internal processes to make them more efficient
- Maintain learning program through internal courses and external certifications
Job Requirements
- Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred).
- Demonstrates extensive knowledge of all CPB banking and products systems, platforms, tools and capabilities.
- Proven experience in a front office environment dealing directly with clients.
- Pro-active, initiative and driven.
- Excellent communication skills, written and verbal, in multiple languages as required, Arabic is a plus
- Excellent relationship building skills (with clients, and across hierarchical levels and other functions).
- Ability to cope with ambiguity & change – high adaptability.
- Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
Apply Via The Following Link