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Custody Account Services - Client Onboard Senior Analyst

Citigroup

Custody Account Services - Client Onboard Senior Analyst

Citigroup

KUALA LUMPUR, Wilayah Persekutuan Kuala Lumpur, Malaysia

·

On-site

·

Full-time

·

3w ago

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

Citi’s **Securities Services(SS)**supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions

  • We’re currently looking for a high caliber professional to join our team as Custody Account Services

  • Client Onboard Senior Analyst - (Hybrid) - C11, Internal Job Title: Client Onboard Intmd Analyst

  • C11 based in Kuala Lumpur. 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. For instance: 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.

  • The role of Custody Account Services

  • Onboarding Analyst is to act as the central point of contact for any Investor Services client account opening activities in APAC. They are responsible to support and coordinate implementations of new and incremental Investor Services custody business, fund manager and mandate restructures.

  • The Custody Account Services

  • Client Onboard Senior Analyst, is a developing professional role which deals with most problems independently and has some latitude to solve complex problems:

  • Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.

  • Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.

  • Applies analytical thinking and knowledge of data analysis tools and methodologies.

  • Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact.

  • Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner.

  • Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.

  • Moderate but direct impact through close contact with the businesses' core activities.

  • Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams

Key Responsibilities:

  • Planning, executing and tracking completion of client Custody documentation projects
  • Works closely with internal partners to ensure understanding, provide updates of status and ensure accuracy of documents
  • Supports Client Management and Sales as subject matter experts for Custody product/services
  • Responsibility for direct client contact
  • Responsible for leading the timely completion of account opening documentation for custody to meet client expectations and timelines.
  • Monitor and track status of multiple client-initiated documentation requests.
  • Facilitate meetings with clients and/or internal partners to review documentation status.
  • Schedule and coordinate activities of internal resources to ensure account openings progress on schedule and within prescribed standards.
  • Follow documentation standards, controls and documentation approval process.
  • Build partnership and strong working relationships with other functional areas in the process.

Qualifications

  • Bachelor’s/University degree
  • Knowledge of financial & banking products and operations, especially securities related services including Global/Direct Custody, China Connect would be beneficial
  • Minimum of 4-6 years in a securities operations/client service role
  • Preferred languages
  • English, Mandarin, and Cantonese
  • Solid experience of market and custody account opening activities
  • Strong customer orientation and team player
  • Ability to work independently and overtime if needed
  • Good time management, negotiation and communication skills
  • Able to identify issues/risks and escalate where appropriate

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required..

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

Job Family Group:

Customer Service

Job Family:

Institutional Client Onboarding:

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.

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Citigroupについて

Citigroup

Citigroup

Public

Citigroup Inc. or Citi is an American multinational investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, the bank holding company for Citibank, and Travelers; Travelers was spun off from the company in 2002.

10,001+

従業員数

New York City

本社所在地

$86B

企業価値

レビュー

3.7

10件のレビュー

ワークライフバランス

4.0

報酬

2.8

企業文化

4.2

キャリア

3.5

経営陣

3.3

68%

友人に勧める

良い点

Good work-life balance

Supportive management and colleagues

Good benefits

改善点

Low/uncompetitive salary and pay

Poor management and lack of direction

Heavy workload and long hours

給与レンジ

38件のデータ

Senior/L5

Senior/L5 · CASH & TRADE PROCESSING SENIOR GROUP MANAGER

2件のレポート

$247,000

年収総額

基本給

$195,245

ストック

-

ボーナス

-

$247,000

$247,000

面接体験

3件の面接

難易度

3.3

/ 5

期間

14-28週間

体験

ポジティブ 0%

普通 33%

ネガティブ 67%

面接プロセス

1

Application Review

2

HR Screen

3

Technical Assessment

4

Hiring Manager Interview

5

Final Round Interview

6

Offer Decision

よくある質問

Technical Knowledge

Behavioral/STAR

Past Experience

Problem Solving

Culture Fit