Citi Private Bank Business Analyst (Client Reporting)

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Citi Private Bank Business Analyst (Client Reporting)-18079822
Description
 

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.

Project:

  • 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.

 


Qualifications
 

Requirements:

  • 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.

 

  



15 February 2019
Location: Singapore Singapore
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Other
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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