Citi Private Bank Business Analyst (Client Reporting)

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Citi Private Bank Business Analyst (Client Reporting)-18079822

This role focuses on the custom reporting, data analysis and business projects aspects within Client Reporting under Private Bank division.

Handling of enquiries:

  • Attend to incoming enquiries from bankers/clients related to financial and performance reports.
  • Understand the queries from bankers/clients and take the appropriate action which may include the following:
  • Training user on the report logic
  • Explanation on the financial & performance figures
  • Following up on feedback if enhancement is required
  • Work with technology team if fixes are required for issues raised by bankers

Custom report:

  • Handling of custom report requests from bankers where standard system report cannot cater to client’s requirements.
  • Being a maker or checker of the custom reports
  • Ability to understand the requests from clients and prepare the manual report per the requirements.
  • Knowledge and understanding of financial products, investments positions and performance.
  • Manage the expectations of bankers/clients of the delivery of the reports.


  • Ability to identify areas of improvements in system reports or custom reports.
  • Ability to work with various stakeholders to ensure the smooth running of the project to implementation.
  • Other duties include day-to-day client summary reporting, participating in UAT testing and project releases, engaging technology on current issues and to work on adhoc reporting projects.




  • A degree with minimum 4-5 years relevant working experience. Some prior experience in manual reporting would be an advantage.
  • Have a good understanding of financial products, manual reporting and proficient in data analysis.
  • Have technical skill in VBA, Macro, SQL
  • Self-motivated, meticulous, organized, able to work independently and good communication skills.
  • Ability to multi-task and work in fast pace dynamic environment.



22 February 2019
Location: Singapore Singapore
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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