Wealth Mortgage Specialist Job at Citi (Singapore)

Mortgage Specialist

The Senior Wealth Mortgage Specialist will be responsible for originating and st...

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 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

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

Data Analytics Specialist

The Data/Information Mgt Int Anlst is a developing professional role. Deals with...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

New

Associate Wealth Banking Specialist (SAFE)

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Grand Rapids

Salary:

Not provided

Wells Fargo

Expiration Date

April 22, 2026

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

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

!

New

Senior Wealth Banking Specialist (SAFE)

Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in W...

Location

United States , Reno; Incline Village

Salary:

87000.00 - 140000.00 USD / Year

Wells Fargo

Expiration Date

April 20, 2026

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

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

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

!

New

Associate Wealth Banking Specialist (SAFE)

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Nashville; Louisville

Salary:

Not provided

Wells Fargo

Expiration Date

April 22, 2026

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
This position requires SAFE registration at the time of employment
Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
Must meet applicable financial responsibility, character, general financial fitness and criminal background standards

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

!

New

Associate Wealth Banking Specialist (SAFE)

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Portland

Salary:

Not provided

Wells Fargo

Expiration Date

April 19, 2026

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

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

Implementation Specialist – Credit

Implementation Specialists are responsible for guiding Plaid’s most strategic cu...

Location

United States

Salary:

119040.00 - 186000.00 USD / Year

Plaid

Expiration Date

Until further notice

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

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

Citizens Banker

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

Location

United States , Salem

Salary:

25.00 USD / Hour

Citizens Bank

Expiration Date

May 31, 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

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

Meaningful work & relationships
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
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
Choose from medical, dental and vision care options that offer preventative care at no cost
Build your skills for today and tomorrow in our regular online webinars. And, receive reimbursement for tuition, books and fees for courses, degree programs and certificates
Receive two weeks of 100% paid paternal leave
full-time colleagues who give birth are eligible for 16 weeks of paid leave. Get free counseling sessions for you, your child or spouse, too
Enjoy up to 27 days of PTO, plus 11 paid holidays. And, work with your manager to adjust your work hours to get the flexibility you need
Participate in local volunteer activities and have your donations to eligible nonprofits matched dollar-for-dollar

Fulltime

Wealth Mortgage Specialist

Citi

Location:
Singapore , Singapore

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 04, 2026

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Wealth Mortgage Specialist

Citi

Location:Singapore , Singapore

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 04, 2026

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

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Location:
Singapore , Singapore

Category:
Finance

Contract Type:
Not provided

Job Posted:
March 04, 2026