Global Wealth Analyst Jobs

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

Senior IT Business Analyst

Private Banking and Wealth Management IT team is delivering web & mobile project...

Location

Poland

Salary:

Not provided

HSBC

Expiration Date

January 07, 2026

Requirements

Minimum of 7 years' experience as a Business / Solution Analyst
Experience gathering requirements and defining IT solutions within projects
Experience in financial services (preferably within Wealth Management)
Strong experience with MS Office (Excel, Visio, PowerPoint) and JIRA/Confluence
Strong experience with writing Use Cases, User Stories and Acceptance Test scenarios OR Strong usability requirements analysis, process maps, UI Mockups, Wire Frames and Prototypes
Hands-on attitude for various software delivery process elements
Experience with Agile (ideally Scrum or SAFe)
Strong analytical, documentation and verbal communication skills in English
Working knowledge of AWS, databases or other cloud services would be an asset

Job Responsibility

Work closely with stakeholders from Wealth Private Banking
Collect, understand and document business requirements and translate these into IT requirements, user stories
Contribute to the definition of solution design and support engineering teams
Participate in system testing and defect analysis
Work as part of global cross functional project teams
Facilitate cooperation and coordinate efforts of multiple IT and business teams

What we offer

Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Corporate parties & events
CSR initiatives
Nursery discounts

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

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

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

Vp, head of atm operations and service continuum

Citi Global Wealth (CGW) brings together the full power of Citi to serve the ent...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Graduate, with at least 12 years of experience in Consumer Banking
Experience in leading or managing a team
Knowledge of Branch operations, banking processes and services
Demonstrated experience in project management and systematic approach in problem solving in large-scale process innovation and/or change management projects
Proven track record of consultative and collaborative relationship management and ability to influence multiple stakeholders effectively, and gaining support for new ideas and approaches
Strong leadership of ability to take charge, lead and drive all functions to deliver a common objective with exceptional result
Decisive, capable of thinking through and trouble-shooting nuanced and complex situations
A committed team player who is also able to work independently
Driven, analytical, strong appreciation of processes, detail oriented
Highly competent with Excel and PowerPoint

Job Responsibility

Strategy Formulation & Execution
Project Management for Client Servicing, Wealth Centers & ATM/CDM
Drive and spearhead service process re-engineering / innovation and manage physical distribution network transformation including paperless branch experience, etc
Collaborate with local and global stakeholders on transformation initiatives
Formulate, deliver and execute strategy for optimized physical distribution network (Wealth Centers, ATMs/CDMs) to meet business needs for acquisition, engagement, branding by analyzing client traffic / trends / transactions at Citi assets vs other physical spaces in Singapore. Prepare and publish ATM/CDM revenue, cost and transactional data (ATM Bluebook)
On-going metrics monitoring and ensure post project actions such as performance tracking are duly performed
ATM Vendor management
Business contact responsible for ordering new machines, PO/Invoices and payments
Oversee day to day FLM and SLM services and manage adhoc cost approvals for movement / repair / fix / issues
Audit and Ongoing Compliance

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. Coverage varies by country
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Summer Analyst

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Vp, head of atm operations and service continuum

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Global Wealth Analyst

Summer Analyst

Investment Product Risk Intermediate Analyst

Senior IT Business Analyst

Summer Analyst

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Credit Portfolio Analyst - Investment Risk

Country Risk Senior Analyst

Vp, head of atm operations and service continuum

Location:
Luxembourg, Bertrange

Category:
Finance

Contract Type:
Employment contract

Job Posted:
September 19, 2025