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

Senior Wealth Banking Specialist (SAFE)

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

Location

United States , Westlake Village

Salary:

104000.00 - 168000.00 USD / Year

Wells Fargo

Expiration Date

March 07, 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
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 ongoing regulatory requirements including additional screening

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

!

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Sarasota

Salary:

124695.00 - 175000.00 USD / Year

U.S. Bank National Association

Expiration Date

March 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a U.S. Bank representative in the community and a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Clayton

Salary:

126820.00 - 149200.00 USD / Year

U.S. Bank National Association

Expiration Date

March 09, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a U.S. Bank representative in the community and a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

!

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Charlotte

Salary:

126820.00 - 149200.00 USD / Year

U.S. Bank National Association

Expiration Date

March 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a U.S. Bank representative in the community and as a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Wealth Relationship Manager

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

Location

United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami

Salary:

72880.00 - 109320.00 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) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
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 (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
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
discretionary and formulaic incentive and retention awards

Fulltime

New

Security GSOC Analyst

Allied Universal is Currently Hiring a Full Time GSOC Officer for a Corporate Si...

Location

United States , Cambridge

Salary:

30.85 USD / Hour

Allied Universal®

Expiration Date

Until further notice

Requirements

Be at least 18 years of age for unarmed roles
21+ years of age for armed roles
Possess a high school diploma or equivalent, or 5 years of verifiable experience
As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws
As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law
Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment
A valid driver’s license will be required for driving positions only
Candidate Must Have a College Degree and Must be 21+ Years Old

Job Responsibility

Provide customer service to our clients by carrying out safety and security procedures, site-specific policies and when appropriate, emergency response activities
Respond to incidents and critical situations in a calm, problem-solving manner
Conduct regular and random patrols around the business and perimeter

What we offer

Access to our exclusive technology to view and claim additional shifts to earn more
Get paid training and access to career growth opportunities
Enjoy access to a retirement savings plan, plus medical, dental, vision, basic life and AD&D, and disability insurance
Enjoy discounts on top brands and services through our Perks Program
Paid Orientation
Paid Training

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

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Location:Singapore , Singapore

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 04, 2026

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Location:
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Job Posted:
March 04, 2026