6 days old

Team Banker Egypt & Levant

London, OH 43140
Citi Private Bank is a trusted advisor to the worlds wealthiest, most influential individuals and families. Like Citis government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citis Global Wealth Management (GWM), Citi Private Bank offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Among its select clients are a third of the worlds billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citis holistic approach to wealth management.

Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank.

Our employees reflect the remarkable range of cultures and perspectives of our clients across the multitude of jurisdictions where we do business a powerful advantage that combines global insights with deep local knowledge. It is our willingness to embrace the richness of our diverse teams, ideas and possibilities that drives our growth and progress.

Citi is committed to nurturing a diverse environment and a culture of honesty, integrity, and collaboration. We are proud to be an equal opportunity employer and we pledge that all qualified applicants will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, or age.

A Team Banker will work in partnership with the senior bankers of the team, predominantly the team leader, to provide excellent client service.

The role is dedicated to coverage of the Egypt and Levant market, with specific focus on Ultra High Net Worth (UHNW) clients. This rich and diverse region represents a key focus area of Citi Private Bank.

The role works closely with clients and Private Bankers to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements. Solid knowledge of bank products and regulatory requirements are required.

The role provides an excellent opportunity to work with sophisticated UHNW clients and their requirements. This allows for personal progression in the understanding of regulatory requirements, products, relationship management and sales process roles. The role will prepare the employee to become an UHNW Banker.

**Key Responsibilities:**

**Assist private bankers & clients in all related matters with a particular focus on:**

**Sales and Marketing**

+ 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


+ 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.


_RDR compliant where relevant_

Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.


**Job Family Group:**

Private Client Coverage


**Job Family:**

Private Banker


**Time Type:**

Full time


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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Team Banker Egypt & Levant

London, OH 43140

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast