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Associate Banker

https://www.citi.com/ Logo

Citi

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Location:
United Arab Emirates , Dubai

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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.

Job Responsibility:

  • 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
  • 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

Requirements:

  • 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
  • Bachelor's/University degree or equivalent experience

Nice to have:

  • AMFI, NSFI certifications
  • banking and credit products knowledge

Additional Information:

Job Posted:
October 30, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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