Global Wealth Analyst Job at Citi (Bertrange)

Summer Analyst

Citi's Global Wealth is looking for Summer Analysts to join our Citi Global Weal...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

You are in your penultimate/final year of university
expected to achieve or have achieved Très bien (Very Good, 16 - 17.99, or equivalent) at undergraduate level in any degree discipline
you have an interest in Wealth Management and Private Banking
you are fluent in a 2nd language (this is desirable but not essential)
strong interpersonal and relationship-building skills
high level of personal integrity, commitment to excellence and a strong desire to learn
resiliency to work in a challenging and changing high-volume, fast-paced environment
sense of urgency and ability to execute quickly and efficiently

Job Responsibility

Collaborate with the wider Global Wealth division to carry out transactional services
assist in building a sustainable client pipeline and shortening deal closures
analyze customer needs and deliver structured end to end global solutions
support the team leaders and department heads on specific projects and tasks

Fulltime

Investment Product Risk Intermediate Analyst

This role will report to and support the IFRM EMEA Head. They will be helping IF...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4+ years of relevant work experience, preferably in or around wealth management or asset management
Bachelor’s/University degree in finance, economics, or related field
Candidates with experience or background in Insurance or Wealth Management is a must
Knowledge of investment products and demonstratable investment analytical capabilities
Knowledge of sustainable/ESG investing in wealth management industries
Knowledgeable in major global environmental and sustainability trends
Excellent analytical and detail-oriented skills for breaking down complex data
Attention to detail to manage and deliver large volumes of accurate information
Strong organizational and project management skills for planning, prioritizing, and driving tasks to completion
Relationship-building and collaboration skills for networking and team dynamics

Job Responsibility

Assist in organizing and analyzing intelligence on the positioning and activity within the aggregated portfolio of Citi clients across businesses to identify potential investment product risk issues
Facilitate meetings between IFRM and the business to review aggregated portfolio and client activity data and identify business risk issues
Day-to-day coordination and oversight of the covered business in the implementation of the firm’s suitability risk management framework, particularly in the context of local regulation
Monitoring and identifying suitability risk
Track instances of non-adherence to the firm’s investment sales and suitability risk management framework/ policy
Keep abreast of ESG related regulatory changes, new regulations, and internal policy changes through participation in various forums, including industry working groups, to develop an understanding of changes to the sustainability landscape
Monitor and analyze various ESG data to track trends and potential risks
Prepare materials for periodic presentations to Citi senior management, regulators, and other constituents

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Resources to manage financial well-being and plan for the future
Access to learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities

Fulltime

Summer Analyst

The Wealth (Citi Private Bank) Summer Analyst Program trains and cultivates key ...

Location

Hong Kong SAR , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

You are in your penultimate year of university pursuing a degree in any discipline (graduating between Dec 2026 - June 2027)
You have demonstrated strong leadership, teamwork, and communication skills
You have a strong understanding of the global banking landscape and place a priority on client service
Commitment to personal growth and career development, a strong desire/curiosity to learn, collaborative in team environments
Genuine interest in Wealth trends with a strong initiative to constantly learn and apply what they have acquired onto their work
Strong communication, planning, and organizational skills
Analytical and quantitative skills
Desire to develop a deep understanding of the financial industry
Knowledge of the global or domestic business landscape (preferred, but not required)
Unquestioned commitment to integrity and ethical decision-making

Job Responsibility

Participate in intensive training providing essential skills knowledge and orientation to Citi’s culture
Join a Citi business or function and be assigned a tailored project for an in-depth experience
Participate in mentoring programs, networking events, and development opportunities
Gain a broad understanding of the Wealth business and operational intricacies at Citi
Work on a specific team assignment in areas such as Banking, Investment Solutions, Investment Counselling, Strategy Development, Lending, Family Office, or CIO

What we offer

Mentorship programs
Networking events
Speaker series
Structured development opportunities

Fulltime

New

Technical Business Analyst

We are seeking a highly motivated and experienced Technical Business Analyst to ...

Location

Poland , Warsaw

Salary:

189660.00 - 322940.00 PLN / Year

Citi

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in application development and maintenance
Proven experience working in a Business Analyst capacity, effectively bridging gaps between technology and business stakeholders
Demonstrated ability to act as a trusted advisor to business and technology teams
Extensive experience in managing and implementing successful projects, coupled with working knowledge of consulting and project management methodologies
Proven ability to perform under pressure and effectively manage deadlines or shifting expectations and requirements
Experience in JAVA, ORACLE SQL, and microservices is a plus
Experience in the client onboarding lifecycle and domain is preferred

Job Responsibility

Regional Stakeholder Management: Serve as the primary point of contact for regional stakeholders concerning client onboarding wealth applications
Global Technology Interface: Interface regularly with technology leads globally to understand solution roadmaps, provide regional insights, and propagate feedback from the EMEA region
Cross-Departmental Collaboration: Actively interact with stakeholders across various departments to gather feedback, identify pain points, and ensure alignment on client onboarding processes and systems
L3 Application Support & Coordination: Provide L3 support for client onboarding applications, coordinating with technical teams to resolve complex issues and minimize downtime
Business Analysis & Liaison: Function as the key business analyst liaison for client onboarding initiatives within the EMEA region, translating business requirements into technical specifications
Audit Assistance: Assist with internal and external audits related to client onboarding applications and processes, ensuring compliance and providing necessary documentation
User Interaction & Requirement Elicitation: Facilitate user workshops, conduct interviews, and employ various techniques to elicit, analyze, document, and validate business requirements from end-users
Solution Propagation: Drive the adoption and effective utilization of new and existing technological solutions across the EMEA region for client onboarding

What we offer

Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidized via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform

Fulltime

Client Solutions Analyst

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role in...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
Exceptional organizational and interpersonal skills
Solution-oriented approach and a passion for problem-solving
Proven ability to research, design, and implement solutions for complex problems
Independent, adaptable, and can thrive in a fast-paced environment
Strong desire to gain further understanding of the global wealth management business
Effective communication and interpersonal skills (both written and verbal)
Strong work ethic, proactive and a highly contributing teammate
Strong analytical skills and ability to interpret
Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)

Job Responsibility

Design and implement Addepar for new clients
Identify how Addepar can unlock significant value for clients’ businesses
Advise clients on how to model and examine their financial instruments and assets
Lead the design and oversight for new clients onboarding to the Addepar platform
Ensure solutions are compatible with other products and services within the Addepar ecosystem
Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
Work in complex data sets to identify and resolve data and calculation discrepancies
Collaborate with R&D teams to conduct root-cause analysis
Collaborate with Product and Account Management to manage and maintain client satisfaction
Help clients use Addepar to the greatest extent through functional and conceptual instruction

What we offer

In-depth onboarding and enablement program
Strong corporate culture
Cool swag
Exposure to key functions of the Client Services team
In-depth knowledge of the Addepar platform
Ability to partner with key stakeholders across Go-To-Market and R&D teams
Prepared for career growth in other parts of the business upon completion

Fulltime

Credit Portfolio Analyst - Investment Risk

The Credit Portfolio Risk Analyst role is within the Wealth Lending Risk Managem...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-3 years of experience in consumer risk analytics and managing regulatory projects from credit risk perspective
Experience in managing data, rule-based automation and managing the end-to-end data life cycle
Knowledge and prior experience in investment products (Bond, Stocks, Funds etc.), trading products, wealth management, systems and key processes would be an added advantage
Ability to apply credit and risk principles toward business goals
Consistently demonstrate clear and concise written and verbal communication
Ability to remain organized in a fast-paced environment, managing multiple projects
Strong self-starter, pro-active and team player
Good attitude, willingness to learn and possessing high integrity
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Lead technology upgrades & enhance automation of existing processes related to MSBF & IPF
Lead the Credit Decision Engine (CDE) project and manage the end-to-end automation of Facility Opening including digitization and setting up of a rule based Straight Through Process
Support system implementation and process enhancements with respect to data across multiple products and retail formats for global & local reporting
Interpret MIS and continuously upgrade on the same through automation
Conduct Mark to market process, issue margin calls to RMs and follow up on timely resolution as a backup
Continuously identify process improvements and efficiencies to support business unit goals through dissecting issues and making recommendations
Establish cross-functional partnerships and networks to support the cross-functional business initiatives
Appropriately assess risk when business decisions are made

What we offer

Extensive on-the-job training and exposure to senior leaders
Traditional learning opportunities
Opportunity to give back and make a positive impact through volunteerism
Resources to meet unique needs
Empowerment to make healthy decisions
Support for managing financial well-being and planning for future

Fulltime

New

Assessment & Design Senior Lead Analyst

This is a critical, executive-level strategic role responsible for developing, d...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
Ability to identify, measure, and manage key risks and controls
Track record leading Control related projects and programs
Ability to see the big pictures with high attention to critical details
Develop and implement strategy and process improvement initiatives
Comprehensive knowledge of Citi’s businesses and functions and their risk profiles
Developing new ideas and improving current processes to proactively mitigate risks
Requires an ability to provide challenge and make recommendation for risk and controls remediation
Expert knowledge in the development and execution for controls
Proven experience in control related functions in the financial industry

Job Responsibility

Global Strategic Risk & Control Program Leadership: Lead the design, development, and implementation of complex, risk and control programs for Wealth Operations. Drive continuous enhancements to improve efficiency, reduce risk, and optimize capital within Wealth Operations
Advanced Risk Identification & Predictive Assessment: Direct and innovate first-line activities for identifying, measuring, and continuously assessing key risks and controls specific to Wealth Operations. Develop and implement predictive risk intelligence and scenario analysis for emerging risks and regulatory changes
Control Effectiveness: Evaluate and enhance existing controls within Wealth Operations. Lead the execution of necessary changes to strengthen controls, ensure continuous compliance, and maintain audit-readiness for Wealth Operations
Executive Stakeholder Collaboration & Strategic Guidance: Collaborate with executive leadership, Wealth Operations heads to conduct advanced risk assessments, develop mitigation strategies, define acceptable risk levels, and drive critical management decisions. Provide expert guidance for global monitoring and issue resolution
Critical Issue Management & Remediation: Lead identification of root causes of issues in Wealth Operations. Partner with control owners to recommend holistic, effective corrective actions and ensure appropriate escalation. Drive a strong control culture and proactive risk management in Wealth Operations
Executive Reporting & Influential Communication: Deliver timely and insightful updates to senior management, and various forums on Risk and Control matters within Wealth Operations. Develop compelling presentations to influence executive audiences and global regulators
Wealth Operations Operational & Compliance Risk Mastery: Possess a deep understanding of the processing risk landscape in Wealth Operations. Identify opportunities to automate controls and mitigate high-risk exposures. Guide standards and procedures to support sound operational and compliance risk management within Wealth Operations
Manager Control Assessment (MCA) Design & Governance: Design, implement, and govern the MCA framework for Wealth Operations, ensuring effective execution across all business units for Wealth Operations Asia North and South
Primary Audit & Regulatory Interface for Wealth Operations: Serve as the senior liaison for major Audits and Regulatory Examinations for Wealth Operations. Provide advisory leadership and support for internal audit reviews and regulatory exams

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We empower our employees to manage their financial well-being and help them plan for the future

Fulltime

Country Risk Senior Analyst

Country Risk Senior Analyst supports the Investment secured Portfolio for Asia S...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of relevant experience
Bachelor’s degree/University degree or equivalent experience
Excellent working knowledge of financial markets including investments, FX, and margin lending experience is a key differentiator
Able to rationalize logically and consistently demonstrate clear and concise written and verbal communication
Strong team player - You should be able to work effectively individually as well as effectively network with coworker from cross functional and multitask in a fast-paced environment
Good attitude, willingness to learn and possessing high integrity
Excellent verbal and written communication skills. Effective team player and interpersonal skills
Ability to work under pressure, prioritize to meet deadlines
Highly proficient in MS Office (Excel, Access, PowerPoint)

Job Responsibility

Support critical projects related to regulatory initiatives (MAS, FDIC, CCAR) and regional/global data projects from a Credit Risk perspective including risk projects related to automation, streamlining and preparation of reports across various credit products
Support system implementation and process enhancements with respect to various data across multiple products and retail formats for global, local reporting, Risk-Finance data convergence projects
Support the risk manager in adhoc analytics and projects related to alignment of credit program/policies with Citi Private bank (CPB) as part of Citi Global Wealth (CGW) strategic Initiative
Manage day-to-day project activities and engage closely with stakeholders to help align and roll-out CGCPC-CPB best in class client proposition related to Credit Risk areas like Automation/Simplification of Loanable Value, Credit review related processes working closely with product, operations teams
Work with Credit Risk/Policy Manager to evaluate, analyze and recommend policy decisions related to credit underwriting, mark to market and credit collateral acceptance of marketable securities
Work with Credit Risk/Policy Manager and stakeholders in the periodic updates of the credit program/policies
Proactively seek to identify business reporting and analytical needs, streamline processes, and evaluate key drivers for monthly variances and trend analysis of various risk parameters
Lead technology upgrades, enhance automation
Contribute to system changes, testing stages for system cutovers impacting Investment Secured Lending product
Has the ability to operate with a limited level of direct supervision

What we offer

Equal employment opportunity
Accessibility accommodations available
Global benefits provided

Fulltime

Global Wealth Analyst

Citi

Location:
Luxembourg , Bertrange

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
September 19, 2025

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Location:Luxembourg , Bertrange

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Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:September 19, 2025

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Location:
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Job Posted:
September 19, 2025