Officer, Citi Private Bank Client Account Onboarding Analyst

2 weeks ago

Singapore Citibank Full time $90,000 - $120,000 per year
Citi

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Officer, Citi Private Bank Client Account Onboarding Analyst - Hybrid
  • 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.
  • Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications
  • 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
  • Engage with technology to design, build, and test new or updated applications
  • 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.
As a successful candidate, you'd ideally have the following skills and exposure:
  • 1-2 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 manage multiple concurrent deadlines, 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
Take the next step in your career, apply for this role at Citi today

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