Citigold Acquisition Specialist - Dubai

Overview

Join a leading global financial institution as a Citigold Acquisition Specialist, focused on expanding the high-net-worth client base by onboarding new Citigold and Citigold Private clients. This role involves working closely with internal teams to identify and convert potential clients, upgrading existing clients, and achieving monthly sales targets.

Key Responsibilities

• Collaborate with the Acquisition Head and Branch Banking teams to identify and acquire new Citigold customers as well as upgrade Citiblue customers.
• Engage potential Citigold clients through both internal referrals and external channels to encourage account openings.
• Support clients in opening Citigold accounts in the UAE or offshore locations like Singapore, based on their preference.
• Promote and leverage referrals from existing clients to build a strong pipeline of prospects.
• Upgrade funding and deepen relationships with existing Citiblue clients to convert them to Citigold status.
• Convert marketing leads from telesales and other sources into funded Citigold accounts.
• Target high payroll clients and companies for conversion and optimization of funded Citigold opportunities.
• Complete comprehensive KYC (Know Your Client) procedures for all new accounts.
• Drive business development initiatives, including micro marketing events focused on new client acquisition.
• Coordinate with product teams and telemarketing units to identify acquisition strategies and suitable financial products.
• Maintain industry connections with influencers, business leaders, and associations to deepen client relationships and expand business opportunities.
• Assist clients in meeting investment and insurance needs by referring them to investment professionals.
• Stay informed on economic conditions and capital markets to have informed discussions with prospects and enhance acquisition efforts.
• Achieve performance metrics related to new-to-bank acquisition, client penetration, and compliance standards.
• Adhere strictly to Citigroup’s compliance and control policies.

Qualifications and Experience

• Basic understanding of the bank’s structure, strategy, product offerings, and target markets.
• Familiarity with Citi’s Risk and KYC policies and credit risk monitoring.
• Knowledge of commercial banking and credit principles with eagerness to learn new products and services.
• A passion for developing new business opportunities and innovative client engagement.
• Comfort with digital technologies to enhance client experience.
• 3 to 5 years of experience, preferably in direct sales within the financial services sector.
• Experience acquiring high-net-worth clients, familiarity with priority or SME banking, or expertise in investment products such as mutual funds, insurance, equity, or fixed income is desirable.
• Sales experience in related industries such as real estate or asset management is also considered relevant.

Equal Employment Opportunity

The employer is committed to providing equal employment opportunities to all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Accommodations are available for applicants with disabilities.