Wealth Analyst, Data Analytics & Innovation

Citigroup; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading global bank is seeking a Sr. Wealth Analyst in Singapore to leverage analytical techniques in enhancing client relationships. The role focuses on data-driven insights, optimizing investment strategies, and driving campaign analytics initiatives to support growth and operational efficiencies.

Qualifications

• 3+ years of experience in Financial Services, Consulting, or Fintech.
• Demonstrated ability to analyze large datasets.
• Proficiency in programming languages, particularly Python or R is essential.

Responsibilities

• Connecting client wealth needs with behavioral signals and portfolio understanding.
• Generating insights to enhance client relationships and investment strategies.
• Driving campaign analytics initiatives for customer and business outcomes.

Skills

Data Analytics

Business Intelligence

Quantitative Analysis

Data Visualization

Strong Communication

Education

Bachelors/University degree in Data & Analytics or related field

Tools

Python

R

SQL

Tableau

Job description

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services, and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.

We're currently looking for a high caliber professional to join our team as Sr. Wealth Analyst 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.

The Wealth Analyst will be a champion connecting the dots across client's wealth needs, behavioral signals and portfolio understanding. The role holder will play a crucial role by generating insights which help Citi Wealth enhance client relationships, optimize investment strategies and improve operational efficiencies. Job requires mining large datasets using a wide variety of analytical and data science techniques to uncover insights and produce recommendations. Work as a thought partner with lines of business, influencing outcomes often without direct control.

Key Responsibilities:

• Ability to link analytical techniques and framework to business KPI's, customer metrics and customer experience.
• Work closely with partner business functions viz., investment advisory, business performance management, investment solutions, segment, digital growth, control & operations teams to execute on growth strategy.
• Drive campaign analytics initiatives to track, measure and optimize outcomes for customers and Citi Wealth
• Partner with offshore team to launch campaigns on time across various digital and offline channels ensuring optimal quality. Build a robust tracking strategy with regular updates to program managers.
• Generate and distribute personalized data insights, in a timely fashion and at scale, enabling client facing teams deliver relevant wealth or service advisory
• Appropriately assess risk when business decisions are made, demonstrating 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.

Qualifications:

• 3+ years of experience with exposure to Financial Services, Consulting, Fintech / Technology with minimum 2 years of data analytics experience.
• Experience analyzing large datasets; applying mathematical, statistical and quantitative analysis techniques to perform complex analyses and data mining.
• Proficiency in programming is essential. Knowledge of Python / R / SQL is a plus.
• 2+ years' experience and expertise in Business Intelligence, Digital Analytics, Customer / Product Analytics using a variety of Big Data and/or Analytics, Predictive modeling and data manipulation/extraction from huge / complex databases using SAS / SQL/ R/ Python Hadoop is highly preferred.
• Ability to develop dashboards using visualization tools like Tableau is highly preferred.

Education:

• Bachelors/University degree, preferably related to Data & Analytics/ Computer Science/Math & Statistics

Personal Skills:

• Demonstrated passion for numbers, strategic planning skills, financial products / emerging big data technology and how they will impact the consumer experience
• Curious and Self-Motivated
• Strong Communication (both written and verbal), organizational skill, documentation and power point skill in order to make visually impactful presentation / newsletter.
• Attention to detail is paramount.
• Perform in a high-energy fast paced environment with tight deadlines.
• Team player and highly collaborative is a must.
• Have a 'Can do' and 'Get it done' attitude - do whatever necessary and take full ownership of delivery.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Business Strategy, Management & Administration
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Job Family:
Business Execution & Administration
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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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.

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.Our...

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