MYS CTSM KL - Call Monitoring Analyst (Wealth Management) - Hybrid

Overview

MYS CTSM KL - Call Monitoring Analyst (Wealth Management) - Hybrid

Citi Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

3 weeks ago Be among the first 25 applicants

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Job Description

As an Investments and Insurance Sales Surveillance Officer, you are responsible for review and disposition of alert triggers, data analysis, report reviews, review of documents / voice logs. Investigations could involve analyzing client behaviors based on client KYC, investment behavior, and account information as updated and available in the bank’s systems. You need to report and document review findings, track corrective actions and do follow-ups.

Job Purpose

• Responsible for conducting surveillance monitoring reviews to support the Investments and Insurance business across APAC. Review work includes data analysis, report reviews, review of documents / voice logs. Job role is an integral part of the support function that ensures compliance approved sales process.

In this role, you’re expected to :

Qualifications & Skills

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.

Job Family Group : Private Client Coverage

Job Family : Client Services

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, Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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