CrawlJobs Logo

Wealth Mortgage Specialist

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Singapore , Singapore

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

The Wealth Mortgage Specialist will be responsible for originating and structuring mortgage solutions and delivering expert property financing advice to high-net-worth and affluent clients in Singapore. As a trusted authority in mortgages, you will guide clients through complex property financing decisions, always viewing these through the lens of their broader financial aspirations and how mortgage engagement can enhance their overall banking footprint with Citi. A defining aspect of this role is the close collaboration with our Client Advisors. You will work hand-in-hand with them to ensure that mortgage solutions are seamlessly integrated into the client's broader financial strategy, contributing your specialized knowledge to their overall wealth conversations without engaging in non-mortgage financial advisory. This role is instrumental in deepening the overall client banking relationship with Citi through expert mortgage solutions, acting as an indispensable partner in a client's holistic financial journey.

Job Responsibility:

  • Proactively engage with Citi's wealth clients and high-potential prospects to understand their intricate property financing needs
  • Provide expert, in-depth advice on a comprehensive suite of mortgage products, financing structures, interest rate strategies, and the regulatory environment of Singapore's property market
  • Structure and present tailored mortgage solutions that align precisely with clients' financial objectives and property investment strategies
  • Drive the end-to-end mortgage process, from initial consultation and application to approval and closing, ensuring an exceptional client experience
  • Stay at the forefront of market trends, property valuations, and competitive offerings within Singapore's mortgage industry
  • Work closely and collaboratively with Client Advisors to contribute mortgage expertise to the 'total wealth conversation' for affluent clients
  • Provide Client Advisors with expert insights on how property financing decisions impact, and are impacted by, a client's broader wealth portfolio
  • Support Client Advisors in positioning mortgage solutions as an integral component of a client's comprehensive financial planning
  • Participate in joint client meetings with Client Advisors as the dedicated mortgage expert
  • Cultivate and maintain strong, enduring relationships with new and existing affluent clients and internal Client Advisors
  • Play a pivotal role in driving successful outcomes for mortgage product acquisition and portfolio growth
  • Contribute significantly to the expansion and enrichment of overall client banking relationships through strategic mortgage engagement
  • Appropriately assess and mitigate risk in all business decisions
  • Ensure strict adherence to applicable laws, rules, and regulations, internal policies, and sound ethical judgment

Requirements:

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Minimum of 3-5 years of demonstrated success in mortgage sales, property financing, or a related client-facing role within the financial services industry in Singapore, with a strong emphasis on affluent or high-net-worth clients
  • In-depth knowledge of the Singapore property market, including financing structures, regulatory landscape, and current market conditions
  • A strong conceptual understanding of wealth management principles and financial planning concepts
  • Exceptional interpersonal and communication skills
  • Strong analytical abilities, with a capacity for structuring bespoke financial solutions
  • Proven ability to drive successful outcomes in a competitive environment
  • High level of integrity, professionalism, and unwavering commitment to ethical conduct and compliance

Additional Information:

Job Posted:
May 03, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Citi - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

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

Briefcase Icon

Similar Jobs for Wealth Mortgage Specialist

Mortgage Specialist

The Senior Wealth Mortgage Specialist will be responsible for originating and st...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Minimum of 3-5 years of demonstrated success in mortgage sales, property financing, or a related client-facing role within the financial services industry in Singapore, with a strong emphasis on affluent or high-net-worth clients
  • In-depth knowledge of the Singapore property market, including financing structures, regulatory landscape, and current market conditions
  • A strong conceptual understanding of wealth management principles and financial planning concepts to facilitate effective collaboration with Client Advisors and comprehend the broader financial context of client's property assets, without providing direct financial advice on non-mortgage products
  • Exceptional interpersonal and communication skills, capable of building rapport with clients and internal partners, and effectively conveying complex mortgage information to sophisticated clientele
  • Strong analytical abilities, with a capacity for structuring bespoke financial solutions
  • Proven ability to drive successful outcomes in a competitive environment
  • High level of integrity, professionalism, and unwavering commitment to ethical conduct and compliance
Job Responsibility
Job Responsibility
  • Proactively engage with Citi's wealth clients and high-potential prospects to understand their intricate property financing needs, including residential purchases, investment properties, and refinancing solutions within the Singapore market
  • Provide expert, in-depth advice on a comprehensive suite of mortgage products, financing structures, interest rate strategies, and the regulatory environment of Singapore's property market
  • Structure and present tailored mortgage solutions that align precisely with clients' financial objectives and property investment strategies
  • Drive the end-to-end mortgage sales process, from initial consultation and application to approval and closing, ensuring an exceptional client experience
  • Stay at the forefront of market trends, property valuations, and competitive offerings within Singapore's mortgage industry
  • Work closely and collaboratively with Client Advisors to contribute mortgage expertise to the 'total wealth conversation' for affluent clients
  • Provide Client Advisors with expert insights on how property financing decisions impact, and are impacted by, a client's broader wealth portfolio
  • Support Client Advisors in positioning mortgage solutions as an integral component of a client's comprehensive financial planning
  • Participate in joint client meetings with Client Advisors as the dedicated mortgage expert
  • Cultivate and maintain strong, enduring relationships with new and existing affluent clients and internal Client Advisors
  • Fulltime
Read More
Arrow Right

Wealth Mortgage Specialist

Are you a highly skilled and experienced mortgage professional with a deep under...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Minimum of 3-5 years of demonstrated success in mortgage sales, property financing, or a related client-facing role within the financial services industry in Singapore, with a strong emphasis on affluent or high-net-worth clients
  • In-depth knowledge of the Singapore property market, including financing structures, regulatory landscape, and current market conditions
  • A strong conceptual understanding of wealth management principles and financial planning concepts to facilitate effective collaboration with Client Advisors and comprehend the broader financial context of client's property assets, without providing direct financial advice on non-mortgage products
  • Exceptional interpersonal and communication skills, capable of building rapport with clients and internal partners, and effectively conveying complex mortgage information to sophisticated clientele
  • Strong analytical abilities, with a capacity for structuring bespoke financial solutions
  • Proven ability to drive successful outcomes in a competitive environment
  • High level of integrity, professionalism, and unwavering commitment to ethical conduct and compliance.
Job Responsibility
Job Responsibility
  • Proactively engage with Citi's wealth clients and high-potential prospects to understand their intricate property financing needs, including residential purchases, investment properties, and refinancing solutions within the Singapore market
  • Provide expert, in-depth advice on a comprehensive suite of mortgage products, financing structures, interest rate strategies, and the regulatory environment of Singapore's property market
  • Structure and present tailored mortgage solutions that align precisely with clients' financial objectives and property investment strategies
  • Drive the end-to-end mortgage process, from initial consultation and application to approval and closing, ensuring an exceptional client experience
  • Stay at the forefront of market trends, property valuations, and competitive offerings within Singapore's mortgage industry
  • Work closely and collaboratively with Client Advisors to contribute mortgage expertise to the 'total wealth conversation' for affluent clients
  • Provide Client Advisors with expert insights on how property financing decisions impact, and are impacted by, a client's broader wealth portfolio, thereby facilitating a more integrated and strategic approach to client financial management
  • Support Client Advisors in positioning mortgage solutions as an integral component of a client's comprehensive financial planning, leveraging your specialized mortgage knowledge to reinforce Citi's value proposition as a holistic financial partner and deepen the client's overall banking relationship with Citi
  • Participate in joint client meetings with Client Advisors as the dedicated mortgage expert, providing focused guidance within your domain and showcasing Citi's integrated capabilities
  • Cultivate and maintain strong, enduring relationships with new and existing affluent clients and internal Client Advisors, positioning yourself as the go-to expert for property financing within a holistic wealth management context and a key contributor to enduring client relationships
  • Fulltime
Read More
Arrow Right

Data Analytics Specialist

The Data/Information Mgt Int Anlst is a developing professional role. Deals with...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5-8 years relevant experience
  • Ability to think strategically and engage resources outside of direct control
  • Know-how on analytic tools (SAS E-miner, Knowledge Seeker, SPSS etc.)
  • Big data and machine learning experiences (R, Python etc.) a plus
  • Business Analysis, Requirement Gathering, Data Analysis
  • Exposure in SAS, SQL, RDBMS
  • Proficient in MS Excel, PowerPoint, and VBA
  • Jira, Bitbucket
  • Good understanding of banking domain and consumer products (cards, Retail Banking, Deposit, Loans, Wealth management, Mortgage, Insurance, etc.) preferred
  • Bachelors/University degree or equivalent experience/ Engineering/ MBA from a premier institute
Job Responsibility
Job Responsibility
  • Remediation analysis: Execution of comprehensive data remediation approach on Customer issues
  • Impact assessment: Identification of size of customers and dollar amount impacted
  • Issue Management & Root cause analysis: Identifying issues and reasons by leveraging analytical methods
  • Audit Support: Tracking implementation plans and providing data evidence, artifacts for audit completion
  • Daily deliverable of routine and defined outputs
  • Appropriately assess risk when business decisions are made
  • Fulltime
Read More
Arrow Right
New

Senior Wealth Banking Specialist (SAFE)

Location
Location
United States , Walnut Creek
Salary
Salary:
104000.00 - 168000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 28, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • BS in Business or equivalent
  • Experience in Wealth Management, Retail or Private Banking
  • Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
  • Ability to develop and manage clients, business and referral relationships
  • Experience reviewing and analyzing client financial goals and presenting recommendations
  • Knowledge of how to interpret business formation documents
  • Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
  • Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR, Salesforce)
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Job Responsibility
Job Responsibility
  • Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
  • Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division
  • Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
  • Develop and exercise expertise in the changing market conditions and cascade across the division the best practices
  • Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
  • Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division
  • Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues
  • Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right
New

Associate Wealth Banking Specialist (SAFE)

Location
Location
United States , Chesterfield
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 21, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
  • Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
  • Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
  • Assist in providing service to Affluent Banking client relationships
  • Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
  • Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
  • Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
  • Research and resolve operational issues related to complex accounts
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
  • Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
  • Fulltime
!
Read More
Arrow Right

Implementation Specialist – Credit

Implementation Specialists are responsible for guiding Plaid’s most strategic cu...
Location
Location
United States
Salary
Salary:
119040.00 - 186000.00 USD / Year
plaid.com Logo
Plaid
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in a client facing and / or technology focused role where business experience and technical acumen was combined
  • Experience working with Credit and Enterprise customers is strongly preferred
  • Experience traveling onsite and leading effective in-person meetings (kickoff, technical integration reviews, pre- and post- launch support)
  • Experience managing and executing complex technical projects with a customer-first attitude and a strong sense of empathy
  • Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences
  • Experience working with APIs, OAuth, webhooks, etc.
  • Proven ability to quickly learn new technologies and understand complex systems (APIs, databases, reporting tools, etc.)
  • Strong troubleshooting and problem solving skills with a continuous desire to improve technical acumen
  • Experience working cross functionally with different teams and types of people
  • Ability to influence both internal and external stakeholders across different functions and organizational levels
Job Responsibility
Job Responsibility
  • Work with Plaid’s most strategic customers to build out applications and / or platforms across a variety of verticals across consumer lending, mortgage, wealth management, financial management, account opening, student loan refinancing, property tech as well as other uses cases
  • Own all aspects of the customer engagement, including technical scoping and design (i.e. creating architecture diagrams, sharing example code), project management (i.e. tracking progress and holding customers accountable to key milestones), creative problem solving, establishing customer success metrics and defining long-term strategy
  • Serve as a trusted advisor and lead point of contact throughout the implementation phase
  • establish and own correspondence with technical stakeholders from Project and Product Managers, to Engineers to senior leadership
  • Lead effective onsite, in-person meetings as needed throughout the implementation phase (i.e. kickoff, technical integration reviews, pre- and post- launch support)
  • Partner with Account Executives, Sales Engineers, Account Managers and Technical Account Managers to support customers in building out end to end workflows that align with Plaid’s technical best practices
  • Work cross-functionally to improve the customer onboarding experience by collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams
  • Build repeatable playbooks and a refined implementation motion to drive implementation efficiency
  • Fulltime
Read More
Arrow Right
New

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...
Location
Location
United States , Portsmouth
Salary
Salary:
25.92 - 28.18 USD / Hour
citizensbank.com Logo
Citizens Bank
Expiration Date
July 04, 2026
Flip Icon
Requirements
Requirements
  • High School degree or GED required
  • 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
  • Ability to effectively ask questions and identify needs to improve the customer relationship
  • Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
  • Demonstrated skills in using digital technology to support the delivery of business goals
  • Aptitude to problem solve and provide solutions to customer issues
  • Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
  • Self-motivated, confident and ability to multitask effectively
  • Ability to work branch hours, which can include weekends and evenings
  • Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS
Job Responsibility
Job Responsibility
  • Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
  • You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card
  • You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs
  • You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
  • You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now
  • All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations
What we offer
What we offer
  • Meaningful work & relationships
  • Career opportunities, reward, and upskilling
  • Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more
  • Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
  • Opportunity to earn additional incentive earnings
  • Fulltime
Read More
Arrow Right
New

Citizens Banker

Our best Bankers are confident, self-starters who excel at building relationship...
Location
Location
United States , Coraopolis
Salary
Salary:
25.00 USD / Hour
citizensbank.com Logo
Citizens Bank
Expiration Date
June 02, 2026
Flip Icon
Requirements
Requirements
  • High School degree or GED required
  • 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
  • Ability to effectively ask questions and identify needs to improve the customer relationship
  • Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
  • Demonstrated skills in using digital technology to support the delivery of business goals
  • Aptitude to problem solve and provide solutions to customer issues
  • Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
  • Self-motivated, confident and ability to multitask effectively
  • Ability to work branch hours, which can include weekends and evenings
  • Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS
Job Responsibility
Job Responsibility
  • Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
  • Get to know customers' personal financial goals and recommend tailored solutions to help achieve them
  • Introduce customers to digital and mobile-first ways to handle banking transactions
  • Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
  • Make outbound calls to acquire new customers and schedule financial checkup appointments
  • Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations
What we offer
What we offer
  • 8 hours of paid time off annually for volunteering, separate from regular PTO
  • Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
  • Comprehensive health care coverage, including medical, dental and vision plans
  • 401K with corporate match
  • Tuition assistance
  • Mental health and wellbeing programs
  • Discounts on student loan refinancing
  • Two weeks of 100% paid paternal leave
  • Full-time colleagues who give birth are eligible for 16 weeks of paid leave
  • Free counseling sessions for you, your child or spouse
  • Fulltime
Read More
Arrow Right