Wealth Management Analyst Job at Robert Half (Cincinnati)

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

Global Wealth Analyst

Citi Global Wealth is looking for Full-Time Analysts to join the growing busines...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Final year of University or graduated
expected to achieve or have achieved Très bien (Very Good, 16 - 17.99, or equivalent) at undergraduate level in any degree discipline
interest in Wealth Management and Private Banking
strong interpersonal and relationship-building skills
high level of personal integrity, commitment to excellence and 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

Develop financial models
evaluate investment ideas for clients
prepare presentations for client visits
explore and develop new business opportunities

What we offer

Four-week in-depth training program
rotational opportunities across divisions
eligibility for promotion to Associate for top performers
diversity and inclusion culture

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

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 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

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

Senior Analyst

Step into the role of Senior Analyst, where you’ll take responsibility for clien...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Managing complete Trade lifecycle with execution, clearance, settlement and resolution
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams
Check work of colleagues within team to meet internal and stakeholder requirements
Provide specialist advice and support pertaining to own work area
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders

Job Responsibility

Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles

What we offer

Working flexibly
Hybrid working
A workplace of the future
Your wellbeing
More than just a workplace
Be you. Be valued. Belong
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success

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

Wealth Management Analyst

Robert Half

Location:
United States , Cincinnati

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 25, 2025

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