Client Onboarding Senior Analyst, Citi

Citi

Location:
Hong Kong, Kowloon

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Assistant Vice President, Client Onboarding Senior Analyst role at Citi's Wealth division, responsible for Private Bank Client onboarding operations and leading digitization and automation initiatives through cutting-edge technologies. The position involves project management, data analysis, process improvement, and ensuring compliance with internal guidelines and procedures.

Job Responsibility:

Responsible for Private Bank Client onboarding operations related activities covering Account opening, Account maintenance and Credit related documentation review
Responsible to lead multiple Private Bank Client onboarding related projects to drive digitization and automation initiatives through cutting-edge technologies
Responsible to support the planning and implementation of projects by performing data collection and analysis
Identify opportunities to eliminate process gaps that causes data quality issues and establish a robust process to ensure data accuracy
Evaluate and determine new requirements/process changes through impact analysis to ensure a sustainable and long term process workflow
Create and maintain project documentation, including project plan, status, meeting minutes etc
Ability to perform change management including liaise with multiple stakeholders across regions, document changes, perform reviews and identify process improvements, system enhancements, provides training, stakeholder updates
Ensure close monitoring of project deliverables in order to meet the overall timelines and deliver results
Participate in UAT testing for system related enhancement and ensure smooth production implementation
Drive data remediation exercises to enhance system data quality for accurate and timely regulatory reporting
Provides innovative solutions to internal teams & clients
Ensures a strong and robust processing environment with effective controls
Establishes risk management practice
Maintains a culture of risk and controls in the team through various processes and check points

Requirements:

4 to 5 years of relevant experience in Client Onboarding operations and Project Management
Proficient in Microsoft Excel and skilled in data analysis
Excel Macro/VBA skill is highly recommended
Strong interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrates superior Project management skill and analytical skills
Ability to multi-task and handle various on-going deliverables concurrently
Ability to achieve business objectives without compromising on controls and risk parameters established
Able to strive under pressure and covert opportunity from risk
Open to working staggered hour/shift/over weekend and on public holidays
Proficient knowledge of English (written and spoken) is required
Cantonese and Mandarin proficiency is highly recommended

Nice to have:

Excel Macro/VBA skill
Cantonese and Mandarin proficiency

What we offer:

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Programs to help employees balance their work and life, including generous paid time off packages
Resources and tools to volunteer in the communities
Access to an array of learning and development resources
Programs and services for physical and mental well-being
Empowerment to manage financial well-being and help plan for the future

Additional Information:

Job Posted:
November 26, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Onboarding Senior Analyst