Global Wealth Analyst Job at Citi (Bertrange)

Banker/Senior Relationship Manager, Citi Commercial Bank Spain

Citi is expanding its Commercial Banking business in Spain and Portugal, serving...

Location

Spain , Madrid

Salary:

101900.00 - 168100.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients
Demonstrate strong credit skills
capable of structuring all credit deals and the ability to identify risks / issues and track them to closure
Experience in managing multiple project timelines and prioritizations
Ability to coordinate multi-functional teams to provide exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results and provide advice regarding the operations and growth of the business
A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients

Job Responsibility

Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, identify and anticipate future needs, roadblocks or risks and expectations, delivering Citi´s product offer and global network
Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
Work closely with EMEA TTS implementation team, CCB Cash Sales Managers, Underwriting / Risk teams, Markets experts and Relationship Associates on a daily basis. Interaction with other CCB teams across the globe. Collaborate with IB and Wealth teams to develop opportunities
Participate in structuring solutions specific to client / industry segment while maintaining overall accountability for clients / transactions and building / strengthening an effective portfolio
Manage the credit relationship of clients, coordinating and overseeing the end-to-end process, ensuring adherence to internal policies and frameworks
actively contribute to the preparation of credit memos, and present and defend proposals before risk and business committees
Maximize client experience by proactively sharing markets updates, trends and intelligence
Monitor and support products’ implementation processes. Manage customers and transactions on CRM platform
Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

Fulltime

Investment Solutions IT Domain Architect 80-100% (f/m/d)

Join our dynamic and agile team responsible for building LGT's cutting-edge Inve...

Location

Switzerland , Zurich

Salary:

Not provided

LGT Gruppe Holding AG

Expiration Date

Until further notice

Requirements

Solid experience in domain architecture with a strong emphasis on having strong understanding of software engineering design patterns
Prior experience in Investment products, Private Banking, Wealth, or Asset Management
Strong analytical, problem-solving, and troubleshooting skills with great attention to detail
Demonstrated experience in technical leadership, mentoring, and driving best practices
Knowledge of algorithms, object-oriented, and functional design principles and best practices patterns
Experience with Python for backend and data engineering is a bonus
Experience with REST API development and designing/optimizing NoSQL (MongoDB) and RDBMS (PostgreSQL) databases
Familiarity with containerization (Docker) and orchestration (Kubernetes), and experience with CI/CD tools such as GitLab CI/CD and ArgoCD
Understanding of microservices architecture and cloud-native application development
Able to master CI/CD practices and solutions, with a strong understanding of cloud environments (Azure preferred)

Job Responsibility

Collaborate closely with stakeholders, product managers, business analysts, and end-users to understand business needs, analyze problems, and propose innovative technical solutions that enhance functionality and user interaction
Architect and implement technical solutions that adhere to LGT's standards, deliver optimized client experience, and provide competitive advantage
Develop AI solutions (e.g., automation, chatbots, agent-based systems, MCP prototyping) and integrate them seamlessly with existing business systems to augment platform capabilities
Champion establishment and use of modern robust API shared data approach including designing and optimizing databases (MongoDB, PostgreSQL)
Champion use of modern DevOps practices including automation and CI/CD pipelines using GitLab CI/CD, Docker, Kubernetes, and ArgoCD to ensure quality change, system responsiveness, and deployment efficiency for global reach
Develop multi-region deployment solutions, proactively addressing geo-specific compliance requirements and localization challenges
Ensure data integrity and security by implementing industry's best practices and LGT's security standards
Drive and contribute to test automation efforts, ensuring quality at every stage of the development lifecycle
Troubleshoot, debug, and upgrade software, ensuring high performance and reliability
Collaborate effectively with cross-functional teams to build reusable, shared libraries and components

What we offer

Various flexible work models
Sabbatical
At least 25 days annual leave, depending on age
Special paid leave options
Maternity and paternity leave, options for further parental leave
Additional childcare contribution for paid external care of children up to 12 years old
Employee health and wellbeing program
Subsidized classes (yoga, fitness)
Healthy meal options
Fresh fruit supplied daily

Fulltime

Investment Due Diligence Senior Analyst

The Investment Due Diligence Senior Analyst is responsible for conducting Invest...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Prior experience in investment manager due diligence, manager research, risk oversight or a related financial services role is beneficial
Exposure to Traditional and/or Alternative asset classes preferred
Experience using AI-enabled tools to support analysis
Strong analytical and evaluation skills with sound judgment
Clear, concise written and verbal communication skills
Effective stakeholder management across functions and seniority levels
Strong organisational skills with the ability to manage multiple deliverables
Detail‑oriented with a strong control mindset
Collaborative and proactive contributor to team objectives
Bachelor’s degree required

Job Responsibility

Execute initial and ongoing investment manager due diligence assessments across Traditional and Alternative investment managers
Evaluate investment managers’ organisational structure, governance, control environment, risk management framework and operational infrastructure
Perform due diligence coverage for Citi’s: Alternative Off‑Platform Program and Traditional Network‑Available Program
Review and assess investment manager and fund documentation, including offering materials, constitutional documents and service provider confirmations
Coordinate and conduct meetings (on‑site and virtual, where applicable) with investment managers and key service providers
Produce clear, high‑quality written IMDD assessments for internal stakeholders in accordance with Citi standards
Engage with Citi stakeholders to support platform approvals, ongoing monitoring and product governance requirements
Liaise with Citi’s strategic third‑party providers and external investment managers, as required
Support maintenance and enhancement of IMDD policies, procedures and frameworks to reflect industry best practice
Identify, escalate and track material risks, issues and remediation outcomes

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Functional Business Analyst

The Business Functional Analyst position in Bucharest requires a bachelor's degr...

Location

Romania , Bucuresti

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree in Computer Science, Engineering, or related field
At least 5 years of professional expertise in the described role or similar
In-depth knowledge of the KYC and account opening process (AFC and KYC standards and regulations) in the Wealth Management business with regard to offshore business and complex, high-risk client structures would be beneficial
Social and intercultural competence for the successful handling of all internal and external and international stakeholders, as well as good analytical, conceptual thinking, pronounced autonomy and initiative
Experience in large project or transformation projects in a big financial enterprise would be beneficial
Be able to perform under pressure and face senior management stakeholders if needed
Can-do attitude and natural tendency to own topics end-to-end and to deliver changes into production on time
Strong and clean skills in PowerPoint and Excel
Knowledge of the Agile methodologies
Practical experience with technologies like: JWT, SAML, REST API, Java, Oracle, SQL, Postman (or similar) would be beneficial

Job Responsibility

Have overall financial services acumen to be able to connect requirements from regulatory policy changes/language to business requirements to functional specifications for solution development and implementation
Creating and executing against roadmaps that focus on solution development and implementation Present key timeline, milestones and status update in absence or in conjunction of a Product Owner to senior management and hold strategic discussions independently
Refine business requirements and align globally across all 7 locations in the CE, Ger, APAC and US regions
Prepare senior management slides with strong communication capabilities to package a problem statement clearly to both IT and Non-IT stakeholders, message and influence via email, Word and PowerPoint effectively
Aligning with other key stakeholder groups (such as project management, software engineering, vendor) to support the link between the business divisions and the solution providers for all aspects of identifying, implementing, and maintaining solutions
Documentation of requirements, processes and controls in Confluence and Jira
Support for maintaining and prioritizing the product backlogs
Pre-go-live change management, assisting and supporting SIT and UAT phases
Pick-up production issues and take full ownership until resolution coordinating with all required parties in the bank

What we offer

Smooth integration and a supportive mentor
Pick your working style: choose from Remote, Hybrid or Office work opportunities
Early bird or night owl? Our projects have different working hours to suit your needs
Sharpen your tech skills with our sponsored certifications, trainings and top e-learning platforms
Private Health Insurance – it’s custom-made for you
Attend individual coaching sessions or go one step further by joining our accredited Coaching School
Make the most of our epic parties or themed events – they’re lovingly designed for our people and their families

Fulltime

Functional Business Analyst

The Functional Business Analyst role involves developing applications and migrat...

Location

Romania , Bucharest

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree in Computer Science, Engineering, or related field
At least 5 years of professional expertise in the described role or similar
In-depth knowledge of the KYC and account opening process (AFC and KYC standards and regulations) in the Wealth Management business with regard to offshore business and complex, high-risk client structures would be beneficial
Social and intercultural competence for the successful handling of all internal and external and international stakeholders, as well as good analytical, conceptual thinking, pronounced autonomy and initiative
Experience in large project or transformation projects in a big financial enterprise would be beneficial
Be able to perform under pressure and face senior management stakeholders if needed
Can-do attitude and natural tendency to own topics end-to-end and to deliver changes into production on time
Strong and clean skills in PowerPoint and Excel
Knowledge of the Agile methodologies
Practical experience with technologies like: JWT, SAML, REST API, Java, Oracle, SQL, Postman (or similar) would be beneficial

Job Responsibility

Have overall financial services acumen to be able to connect requirements from regulatory policy changes/language to business requirements to functional specifications for solution development and implementation
Creating and executing against roadmaps that focus on solution development and implementation
Present key timeline, milestones and status update in absence or in conjunction of a Product Owner to senior management and hold strategic discussions independently
Refine business requirements and align globally across all 7 locations in the CE, Ger, APAC and US regions
Prepare senior management slides with strong communication capabilities to package a problem statement clearly to both IT and Non-IT stakeholders, message and influence via email, Word and PowerPoint effectively
Aligning with other key stakeholder groups (such as project management, software engineering, vendor) to support the link between the business divisions and the solution providers for all aspects of identifying, implementing, and maintaining solutions
Documentation of requirements, processes and controls in Confluence and Jira
Support for maintaining and prioritizing the product backlogs
Pre-go-live change management, assisting and supporting SIT and UAT phases
Pick-up production issues and take full ownership until resolution coordinating with all required parties in the bank

What we offer

Smooth integration and a supportive mentor
Pick your working style: choose from Remote, Hybrid or Office work opportunities
Our projects have different working hours to suit your needs
Sponsored certifications, trainings and top e-learning platforms
Private Health Insurance
Individual coaching sessions or accredited Coaching School
Epic parties or themed events for our people and their families

Fulltime

Application Development Tech Senior Lead Analyst

The Applications Development Senior Lead Analyst is a senior level position resp...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

12+ years of relevant experience out of which 10 years in Application Development or systems analysis
Hands on experience in developing, implementing & supporting Enterprise level applications in Banking or Wealth management
Minimum 7 years of experience in building and delivering successful technology projects in financial services or Banking industry
Extensive experience system analysis and in engineering of platforms used for Client onboarding, KYC, credit underwriting etc in Banking/Wealth management domain
Experience in developing enterprise grade applications using Spring boot Microservices, Rest APIs etc
Experience in managing technology teams located globally
Working knowledge of banking practices, laws and standards
In depth understanding of Wealth management, Retail Banking, investment products, process & back-office operations
Consistently demonstrates clear and concise written and verbal communication
Bachelor’s degree/University degree or equivalent experience

Job Responsibility

Integrate in-depth knowledge of applications development with overall technology function to achieve established goals of Wealth Ops Technology team
Utilize in-depth knowledge of concepts and procedures of Citi around Wealth management and retail bank
Provide strategic influence and exercise control over resources, budget management and planning while monitoring end results
Ensure essential procedures are followed and contribute to defining standards
Provide evaluative judgement based on analysis of facts in complicated, unique, and dynamic situations including drawing from internal and external sources
Influence and negotiate with senior leaders across functions, as well as communicate with external parties as necessary
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Fulltime

Wealth KYC Operations Manager - Assistant Vice President

The KYC Operations Manager is an intermediate management-level position responsi...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience leading teams preferred
Ability to analyze results and identify strengths and opportunities
Experience in creating and implementing processes that result in improved business performance
Ability to work independently, prioritize and work diligently under pressure
Ability to effectively communicate with multiple lines of business and multiple layers of management
Interpersonal skills and ability to work well in a team environment collaborating across diverse groups
Navigates complexity to create clear, often unique solutions
Demonstrate exceptional organizational skills
Performance record with a history of increased responsibility, and task / project delivery
Proven ability to make sound business decisions

Job Responsibility

Manage and lead KYC operations, including executing processes in accordance with Citi compliance policies and overseeing the KYC control environment
Perform program management of existing Business As Usual (BAU)/Refresh process with scope to migrate further functions globally
Provide people management and development responsibilities and ensure team service level standards are met
Liaise with Compliance department and senior management within business units supported
Oversee new client onboarding and implement process enhancements to improve client onboarding experience
Provide Management Information System (MIS) reporting to senior management and ensure delivery of targets within timelines dictated by BAU and Refresh Program
Monitor account refresh activity daily to ensure regulatory/document requirements are met
Perform quality reviews on new client and refresh cases, ensuring a high level of quality before cases are finalized
Maintain ‘Book of Work’ for new system releases and enhancements to existing infrastructure
Has the ability to operate with a limited level of direct supervision

Fulltime

Sales Operations Analyst

As part of the expanding Growth Operations Team, you will help drive stronger co...

Location

Australia , Sydney; Melbourne

Salary:

Not provided

Aon

Expiration Date

Until further notice

Requirements

Passionate self-starter who can juggle multiple projects, follow-up and exhibit creative problem solving – ultimately delivering projects and assignments on target and on time within a fast-paced environment
Strong ability to work closely with various cross functional groups
A creative & commercial thinker who brings innovative ideas, new perspectives, and a wealth of enthusiasm
Excellent verbal and written communication skills, organizational and relationship skills
Demonstrated responsiveness to colleague and leadership requests
Qualifications include bachelor’s degree in Business or related major
Excellent Microsoft Office skills, particularly Excel
Intermediate PowerBI skills
Familiarity with Customer Relationship Management Systems (Salesforce/Oracle)
A minimum of 2+ years of sales operations experience or related formal training

Job Responsibility

Serve as the Sales Operations partner for the Specialty & Human Capital businesses in Australia
Act as the subject matter expert for the global CRM platform for your team (Oracle), driving CRM adoption and a regular cadence of sales governance
Manage your team’s reporting & analytics needs by providing meaningful insights to manage the new business pipeline and provide visibility on accounts at risk
Use data and analytics to help target and pursue prospects, develop local market plans (LMPs), better manager resource utilization and capacity
Proactively manage the sales pipeline with Sales Leaders by participating in sales meetings and delivering meaningful insights on pipeline lead & lag indicators, providing actionable insights to help accelerate growth
Partner with your business units and other areas of the firm including marketing, bid, placement and other commercial business units to drive growth initiatives
Support sales campaigns, events and initiatives by providing local market planning data, contact invitation lists and building reporting to monitor progress & ROI
Support Growth Ops team by providing back-up support and guidance for other BUs where required

What we offer

Comprehensive benefits package
Diverse workforce
Agile, inclusive environment to manage wellbeing and work/life balance
Two “Global Wellbeing Days” each year
Variety of working style solutions
Smart Working
Continuous learning culture
Reasonable accommodations for individuals with disabilities

Fulltime

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Global Wealth Analyst

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