Wealth Mortgage Specialist Job at Citi (Singapore)

Wealth Mortgage Specialist

The Wealth Mortgage Specialist will be responsible for originating and structuri...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Amesbury

Salary:

25.48 - 31.25 USD / Hour

Citizens Bank

Expiration Date

Until further notice

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

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

8 hours of paid time off annually for volunteering
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
Up to 27 days of PTO plus 11 paid holidays
Two weeks of 100% paid paternal leave
16 weeks of paid leave for full-time colleagues who give birth

Fulltime

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , Mountain View

Salary:

88400.00 - 132600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word)
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Citizens Banker

Our best Bankers are confident, self-starters who excel at building relationship...

Location

United States , Franklin

Salary:

25.00 - 31.25 USD / Hour

Citizens Bank

Expiration Date

September 05, 2026

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

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

8 hours of paid time off annually for volunteering
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

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Livonia

Salary:

25.48 - 31.25 USD / Hour

Citizens Bank

Expiration Date

Until further notice

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

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

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

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Acton

Salary:

25.48 - 31.25 USD / Hour

Citizens Bank

Expiration Date

September 05, 2026

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

Get to know customers and build lasting relationships by providing trusted advice
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

8 hours of paid time off annually for volunteering
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

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Columbus

Salary:

25.00 - 31.25 USD / Hour

Citizens Bank

Expiration Date

Until further notice

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

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

8 hours of paid time off annually for volunteering
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
16 weeks of paid maternity/paternity leave
up to 27 days of PTO, plus 11 paid holidays
flexible work arrangements

Fulltime

Citizens Banker

Our best Bankers are confident, self-starters who excel at building relationship...

Location

United States , Toledo

Salary:

25.48 - 31.25 USD / Hour

Citizens Bank

Expiration Date

September 05, 2026

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

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
All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations

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
competitive pay
comprehensive medical, dental and vision coverage
retirement benefits

Fulltime

Select Country

Wealth Mortgage Specialist

Job Description

Job Responsibility

Requirements

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