Officer, Citi Private Bank Client Account Onboarding Analyst

2 weeks ago


Singapore Citi Full time

At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.

**Shape your Career with Citi**

**Citi Private Bank (CPB)** is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.

We’re currently looking for a high caliber professional to join our team as **Officer**,**Citi Private Bank Client Account Onboarding Analyst** -**Hybrid** (Internal Job Title: Client Onboarding Intermediate Analyst - C11) based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
- We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
- We empower our employees to manage their financial well-being and help them plan for the future.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
- We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

**In this role, you’re expected to**:

- Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
- Process account opening or maintenance requests in a timely manner
- Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners
- Ensure all documentation received is current, accurate and complete.
- Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing
- Provide the highest level of customer service and teamwork to Banking teams and other internal partners
- Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible
- 2-5 years relevant experience
- Licensing (Series 7, 63 and 65 or 66) beneficial but not required
- Self-motivated, proactive, and eager to improve existing processes Extremely detail oriented Excellent team player Strong ability to multi-task, prioritize, and work well under pressure Strong verbal and written communication skills
- Demonstrated interest in the fields of operations and compliance
- Bachelor's/University degree or equivalent experience

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.**Job Family Group**:
Private Client Coverage
- **Job Family**:
Client Onboarding
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting



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