Wealth Business Execution Specialist

2 weeks ago


Singapore Citi Full time $80,000 - $120,000 per year
Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team 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 Overview

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.

  • 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 empower our employees to manage their financial well-being and help them plan for the future

Citi Wealth is an integration of Citi Private Bank and the Consumer Wealth organization into a single business enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi's industry leading capabilities to support the goal of Wealth, which is to be the leading wealth management provider globally.

The Wealth AIMS Business Execution Specialist is a member of the Citi Wealth Business Execution Team which supports the delivery of our Alternatives and Investment Manager Solutions offering globally through all distribution channels, and reports into the Head of AIMS Business Execution. The Business Execution Team is responsible for supporting the product delivery and operating efficiency. The role of Business Execution Specialist involves working closely with and through multiple teams across Citi.

Specific areas of responsibility include:

  • Technology/platform initiatives related to Alternative Investments and Mutual Funds globally, i.e. expansion into other distribution channels, increase digitalization and standardization globally of key processes;
  • Working with technology, ensure Citi project delivery processes are adhered too including ensuring project status is tracked and kept up to date.
  • Coordinate, organize and lead project calls to ensure timely delivery of projects
  • Organize regular governance updates with senior management and where necessary present escalations in the relevant forums.
  • Work with all stakeholders to standardize the operating model relating to Alternative Investments and Mutual Funds globally for all distribution channels;
  • Support with implementing and addressing new regulatory requirements as they are released. This includes assessing the impact, developing new or revised processes to ensure compliance and implementation globally;
  • Act as SMEs and developing compliant processes, with assistance from Product Development / Product Management Teams.
  • Oversee systems and controls, including rule performance, rule reviews and revisions with Supervision and Risk & Controls support
  • Own local Singapore tasks and responsibilities, including those related to third-party management, AIMS related ICSAs etc.
  • Perform the role of Business Activity Owner or delegate in managing third-party relationships related to AIMS products and services globally.
  • Support implementing consistency in our policies, procedures and governance. Aim to align to global processes and not country specific processes / reviews where possible
  • Co-ordinating Internal Audit deliverables and responses when relating to our products,
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Assess lessons learned when received from BR&C
  • Monitor / oversee any open CAPs related to our product universe.
  • Conceptualizes, plans, prioritizes, coordinates design and delivery of products or features and communicates out to wider business where necessary, and serves as ambassador within user community
  • Has responsibility to deliver direct business results and advice regarding systems and core processes that necessitates a degree of responsibility over technical strategy

Qualifications:

  • Background or previous involvement in private equity or investment management preferred.
  • Background or previous involvement in product management preferred.
  • Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.
  • Strong organizational skills and attention to detail, with the demonstrated ability to work productively and efficiently in a fast-paced global environment with multiple projects and deadlines. An ability to balance providing direction with offering assistance.
  • Strong analytical skills and detail oriented
  • Ability to structure and break down problems, develop solutions, and to drive to results
  • Intellectual curiosity, analytical, and conceptual thinker
  • Facility with Excel, Word, Adobe and PowerPoint.
  • Familiarity with navigating Citi Private Bank global operations a plus.

Education:

  • Bachelor's degree/University degree.

-

Job Family Group:

Product Management and Development

-

Job Family:

Product Management

-

Time Type:

Full time

-

Most Relevant Skills

Please see the requirements listed above.

-

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

-

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi's EEO Policy Statement and the Know Your Rights poster.


  • Wealth Manager

    1 week ago


    Singapore Crescens Wealth Group Full time

    1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Remuneration: Up to S$6000 monthly in stipend*, in addition to fees & commissions from first dollar up About the Role Providing your clients with Advice and Support with regard to their Wealth (Investments and Insurance) portfolios. Collaborating with...


  • Singapore Citi Full time $80,000 - $120,000 per year

    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...


  • Singapore WEALTH ASIA LLP Full time

    The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...


  • Singapore iHarvest Wealth Management Full time $45,000 - $60,000 per year

    About the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...


  • Singapore Citigroup Inc. Full time

    A leading financial services firm in Singapore is seeking a Wealth AIMS Business Execution Specialist to manage investment deliveries and ensure compliance with regulatory requirements. This role requires strong organizational and analytical skills to coordinate various initiatives, oversee third-party relationships, and support the development of compliant...


  • Singapore iHarvest Wealth Management Pte. Ltd. Full time

    About the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...

  • Wealth Specialist

    3 days ago


    Singapore Juzzmarketingservices Full time

    Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...


  • Singapore Titans Private Wealth Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Join Titans Private Wealth, representing Manulife FA's Top Branches, and build a distinguished career advising affluent and high‐net‐worth clients on investments, trust planning & legacy strategies. What You'll Do Advise private clients on wealth...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...