Senior Wealth Analyst Job at Robert Half (Menlo Park)

Sales Surveillance Senior Analyst (Wealth Management)

This role is part of the Asia Citi Wealth Risk and Control Team and is integral ...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 2-3 years of relevant experience
Demonstrated organizational and follow-up skills
Ability to multi-task and maintain composure in a high-volume environment
Excellent time management skills
Effective communication skills (written and verbal)
Proven analytical/problem solving abilities
Proficient in Microsoft Office
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Self-motivated and details oriented
Prior experience in sales, compliance or controls would be an advantage

Job Responsibility

Review and disposition of alert triggers based on investigation results
Document exception findings, tracking of corrective actions and its completion
Prepare trend analysis and surveillance reports for management reporting
Provide feedback and coaching on correct phone sales process to Sales Representatives
Provide consultations to other internal departments on sales process and branch operational matters
Report and document the Quality of Work / Exception / Observation report of Sales Representatives
Continuously seek process improvement to enhance efficiency of the surveillance monitoring process
Review and update of policies and unit procedures
Implementation of processes and procedures as per the compliance and business requirements
Updates documentation and communicating / training new processes and procedures to business partners

What we offer

Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Access to an array of learning and development resources
Variety of programs that help employees balance their work and life

Fulltime

Senior Wealth Analyst

The Senior Wealth Analyst is a seasoned professional role. Applies in-depth disc...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4-6 years of experience
excellent analytical and business strategy skills
effective communication skills
ability to present to business partners and/or leaders to gain approvals
project and process management skills
excellent written and verbal communications skills
experience with a prior focus in financial services analytics
solid organizational skills and ability to manage multiple projects at one time
self-starter who also has a demonstrated ability to work successfully in team environment and drive

Job Responsibility

Gathers operational data from various cross functional stakeholders to examine past business performance
identifies data patterns & trends, and provides insights to enhance business decision making capability in business planning, process improvement, solution assessment etc.
recommends actions for future developments & strategic business opportunities, as well as enhancements to operational policies
may be involved in exploratory data analysis, confirmatory data analysis and/or qualitative analysis
translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings
continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities
work closely with internal and external business partners in building, implementing, tracking and improving decision strategies
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

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

Treasury Balance Sheet Management Senior Analyst

Citi Treasury is looking for an experienced analyst to support Treasury activiti...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of experience in an international environment at Treasury and/or Finance functions
University BA/MSc degree desirable in the field of Finance or Economics
Excellent written and verbal communication skills are imperative
Fluent English language skills
Critical Thinking: leverage analytics, benchmarking, and insights to generate meaningful solutions, and connecting dots
Strong presentation skills coupled with proven PowerPoint and Excel skills
Able to deliver results and meet objectives within a defined time frame
Ability to take decision and/or escalate when appropriate to deliver results and meet objectives

Job Responsibility

Take stewardship of the Risk & Control environment
Work closely with other treasury members to understand internal and external risk & control requirement, including the support audit or regulatory inspections
Take part in the regulatory exercises and being a key member in the control framework of the entities
Gain exposure to and learn about balance sheet, liquidity management, interest rate risk and investment activities as well as business products (Markets, Banking, Wealth)
Contribute to enhancing processes to manage these exposures in a well governed environment
Learn, adopt and advise on procedures to enhance reporting and decision making in a given subject area and integrating with other team members to accomplish these plans
Contribute to the liquidity, balance sheet and interest rate risk management of Europe cluster entities
Perform other duties and functions as assigned

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Securities & Derivatives Senior Analyst

The Citi Wealth Investment Operations Securities & Derivatives Senior Analyst is...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of relevant experience
In-depth knowledge of various capital market products (Equities, Derivatives, Fixed Income, FX, etc.) and their operational lifecycles
Strong understanding of trade lifecycle processes, including trade capture, confirmation, settlement, and reconciliation
Strong communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
Consistently demonstrates clear and concise written and verbal communication skills

Job Responsibility

Accurately capture and process a wide range of capital markets orders and transactions on a T-0 basis
Perform enrichment and amendment of orders as required to ensure accuracy and compliance
Coordinate with trading desks, branch offices, and various investment operational teams to resolve trade discrepancies and ensure smooth transaction flow
Act as a primary point of contact for inquiries related to the clearance, settlement, and investigation of client securities and derivatives
Proactively identify and resolve potential issues that could impact timely settlement
Monitor transaction statuses and escalate complex issues to appropriate stakeholders
Provide expert support and processing capabilities across a diverse range of financial instruments including Equities, Debt Instruments, Structured Products, Options, and Physical Certificates
Contribute to the continuous improvement of operational processes and controls
Ensure strict adherence to internal policies, regulatory requirements, and industry best practices
Participate in testing and implementation of new systems or process enhancements

Fulltime

Wealth Regulatory Reporting Operations Analyst

The Wealth Regulatory Reporting Operations Analyst is responsible for ensuring c...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in Operations, preferably in regulatory reporting space
Proven experience working with business stakeholders
Good understanding of regulations and operational processes
Good understanding of Investments and Capital Market products as well as trade execution and settlement processes
Analytical thinking skills
Effective workload management
Effective, adjusted to recipient communication skills
Critical thinking and drawing logic conclusions
Adequate level of proficiency with MS Project, Excel, Visio, PowerPoint and SharePoint with experience presenting to stakeholders and senior leadership
Experience working both independently and, in a team-oriented, collaborative environment

Job Responsibility

Preparation and submission of regulatory reports covering different jurisdictions and products
Resolving issues related to regulatory reporting
Communicate operational changes arising from remediation or process or control enhancements to Operations & Technology
Develop Business Requirements for system-related enhancements and End to end management of implementation of new or amended regulations
Reconciliation of positions and ensuring of completeness, accuracy, and timeliness of reporting
Streamlining process inconsistencies, mitigate risks, and process documentation. Sharing knowledge among team to manage regulatory reporting operations functions
Anticipate details of future regulations by communicating directly with key stakeholders and staying informed of relevant trends and industry new
Driving projects and process improvements
Supporting all control functions including MCA, audits, procedures updates and implementation
Calculating and monitoring of key KPIs and metrics

What we offer

Global benefits

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

New

Senior Business Analyst

Senior Business Analyst in our Retail Wealth team to help design and support the...

Location

Australia , Sydney

Salary:

Not provided

GBST

Expiration Date

March 31, 2026

Requirements

Experience working with investment trust clients, wealth management or superannuation
Tertiary qualifications and/or at least 5 years of experience in the IT or Finance industry as a Business Analyst
Detailed knowledge in Superannuation or UK Pension and Wrap systems
Experience in participating in the Software Development Lifecycle (SDLC)
Ability to communicate clearly and concisely ideas, solutions and problems
Logical and analytical problem investigation and resolution skills
Experience using Jira and Confluence
Manage internal and external client expectations
Able to work in both Waterfall and Agile development environments

Job Responsibility

Professionally engage with clients (internal and external) to identify and accurately document business objectives and requirements
Write BA Deliverables and ensure requirements map back to business objectives
Liaise constantly with Project or Scrum Team to ensure accurate mapping to business requirements, test coverage, implementation, documentation including release notes and training requirements are met
Provide client support during User Acceptance Testing (UAT)
Write business design specifications that document desired outcome of development including client integration and NFR considerations
Help the Product Owner to plan the overall release plan
Ability to redesign business processes using modern principles
Prepare material and provide training and assistance to end-users following implementation
Conduct demonstrations of completed enhancements internally and for sponsoring clients

What we offer

2 days flexible/hybrid working arrangement
Employee Assistance Program (EAP)
Study Assistance Program
Additional GBST & U day off every year
Paid parental leave
Swapping public holidays with a day of significance for you
Annual Flu Vaccination
Novated car leasing
Discounted private health insurance
Instant savings and discounts on major retailers across the country

Fulltime

Senior Wealth Analyst

Robert Half

Location:
United States , Menlo Park

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 14, 2026

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

Similar Jobs for Senior Wealth Analyst