Wealth Analyst, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Wealth Analyst at Citi will play a crucial role in connecting the dots across clients’ wealth needs, behavioral signals, and portfolio understanding, generating insights to enhance client relationships, optimize investment strategies, and improve operational efficiencies.

Job Responsibility:

Ability to link analytical techniques and framework to business KPI’s, customer metrics and customer experience
Work closely with partner business functions viz., investment advisory, business performance management, investment solutions, segment, digital growth, control & operations teams to execute on growth strategy
Drive campaign analytics initiatives to track, measure and optimize outcomes for customers and Citi Wealth
Partner with offshore team to launch campaigns on time across various digital and offline channels ensuring optimal quality
Build a robust tracking strategy with regular updates to program managers
Generate and distribute personalized data insights, in a timely fashion and at scale, enabling client-facing teams deliver relevant wealth or service advisory
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Requirements:

3+ years of experience with exposure to Financial Services, Consulting, Fintech / Technology with minimum 2 years of data analytics experience
Experience analyzing large datasets
applying mathematical, statistical and quantitative analysis techniques to perform complex analyses and data mining
Proficiency in programming is essential
Knowledge of Python / R / SQL is a plus
2+ years’ experience and expertise in Business Intelligence, Digital Analytics, Customer / Product Analytics using a variety of Big Data and/or Analytics, Predictive modeling and data manipulation/extraction from huge / complex databases using SAS / SQL/ R/ Python Hadoop is highly preferred
Ability to develop dashboards using visualization tools like Tableau is highly preferred
Bachelors/University degree, preferably related to Data & Analytics/ Computer Science/Math & Statistics
Demonstrated passion for numbers, strategic planning skills, financial products / emerging big data technology and how they will impact the consumer experience
Strong Communication (both written and verbal), organizational skill, documentation and power point skill in order to make visually impactful presentation / newsletter
Attention to detail is paramount
Perform in a high-energy fast-paced environment with tight deadlines
Team player and highly collaborative is a must.

Nice to have:

Knowledge of Python / R / SQL
Expertise in Business Intelligence, Digital Analytics, Predictive modeling
Ability to develop dashboards using visualization tools like Tableau
Strategic planning skills
Passion for financial products and emerging big data technology.

What we offer:

Extensive on-the-job training
Exposure to senior leaders
Opportunity to make a positive impact through volunteerism
Empowerment to manage financial well-being
Resources to meet unique needs
Support for professional growth and development.

Additional Information:

Job Posted:
July 03, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Wealth Analyst