Citi Private Bank Client Mgmt Lead Analyst-19001945 Description
The job is responsible for client summary reporting tailored for special client reporting needs as well as performance reporting.
Role will include supporting the Private Bankers in providing excellent client services, financial and performance reporting to our high net worth clients.
This role also includes interacting with Bankers/ ABs to understand their clients reporting needs and to provide guidance to them on our reporting tools.
You will be taking the lead role and assist in managing the Performance Measurement and Custom Reporting Team.
Involve in our global release, handle performance and custom reporting day-to-day tasks: analyzing performance numbers, reconciliation, engaging technology on current issues, and participating in UAT testing and project releases.
You will be expected to participate in adhoc reporting projects to look into improving reporting process and controls or automating manual reports to improve service level to our clients.
Good degree from a recognized university in Finance or equivalent
Basic knowledge of banking products and investment instruments
knowledge of Visual Basic, MS Access and SQL would be an advantage
Ability to prioritize, multi-task and work with minimal supervision
Able to interact and work with other team members/other units to resolve issues
At least 5 years' experience in Banking or related areas
8 February 2019
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.
Only direct applications will be considered.
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