Financial Analysis Specialist Advisor Job at NTT DATA (Bangalore)

Senior Vice President, Credit Specialist, Private Banking

Citi Global Wealth (CGW) is looking for a Senior Vice President, Credit Speciali...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Min 10 years of experience
Strong and proven analytical, financial structuring and execution skills
Experience as a credit officer
In-depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling
Ability to digest complex or detailed issues and articulate them in a clear and concise manner to stakeholders
Excellent communication (written and verbal) and interpersonal skills
Good negotiation skills
Strong initiative and interactive approach to problem-solving
Displays flexibility and independence in a demanding environment
Dependable team player

Job Responsibility

Assist Lending Advisors with preparing Credit Greenlight memos
Full credit underwriting with appropriate risk-return characteristics
Preparation of Credit Applications ensuring accuracy and completeness of data
Financial Analysis including cash flow statements
Collateral Evaluation covering investment portfolios, commercial real estate, art, aircraft and other asset classes
Provide In-Business Credit Risk Approval on credit applications
Prepare and negotiate credit documentation for facilities
Prepare, review and monitor compliance to facility covenants and approval conditions
Assist in Portfolio Management
Problem Recognition and assisting with classified loans remedial management

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Access to learning and development resources
Generous paid time off packages

Fulltime

Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Business Development: Identify and pursue new business opportunities within the high-net-worth segment
Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 5 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Business Development: Identify and pursue new business opportunities within the high-net-worth segment
Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Relationship Management

Join our HSBC Corporate Institutional Banking team to assist senior bankers in d...

Location

Kuwait , Kuwait City

Salary:

Not provided

HSBC

Expiration Date

August 18, 2026

Requirements

Bachelor's degree or equivalent experience
Knowledge on corporate finance products
Strong quantitative and analytical skills
Good communication and written skills in English
Proven ability in dealing with clients
Basic knowledge of financial modelling and scenario analysis
Adequate understanding of the financial markets
Basic knowledge of the Bank's operational processes and systems
Relevant customer facing experience in banking and/or financial services

Job Responsibility

Manage day-to-day coverage of the portfolio with responsibility for delivery of HSBC product and services, client plans, and overall relationship
Ensure best-in-class coverage of the client portfolio, establish a comprehensive understanding of the client's business and banking needs, and deliver high value-added solutions across all product lines
Drive achievements against targets for revenue generation and customer satisfaction, along with responsibility for Risk, Credit, and Compliance requirements
Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk
Prepare/assist in complex financial modelling and scenario analysis
Prepare/update internal and external presentations
Support in audit and reporting requirements as and when required
Lead client planning exercise, profitability calculation and business approval process
Conduct exposure and income analysis to ensure reconciliation against projected figures
Take ownership of key corporate relationships as the Global Relationship Banker (GRB)

What we offer

Respected as an individual and valued for contributions
Diversity-driven success
Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Familiarity with Islamic finance principles and products
Knowledge of local regulatory requirements for wealth management in the UAE/Middle East
Existing network of HNWI contacts in the region
Deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
Ability to work independently and as part of a team in a multicultural environment
Fluency in regional languages are a plus
Proven track record of success in business development and client relationship management
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

What we offer

Extensive on-the-job training and exposure to senior leaders
More traditional learning
Opportunity to give back and make a positive impact through volunteerism

Fulltime

CPC Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Business Development: Identify and pursue new business opportunities within the high-net-worth segment
Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime