Overview

Acting as the functional heart of our business, Operations makes everything work on time and on target, in a world that demands lightning-fast transaction speeds, pinpoints execution accuracy and full visibility. It ensures global transactions flow smoothly around the clock, wherever we do business. Without it, the daily clearance, settlement and execution of a trillion dollars’ worth of trades and the weekly movement of tens of billions of dollars in dozens of world currencies would come to a complete standstill.

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Success Profile

You’ll have strong communication, planning and organizational skills which will benefit you and the team. Our teams need individuals who can research, process, and interpret large amounts of information everyday which will allow you to make ethical decisions with integrity

• Analytical
• Adaptable
• Logical
• Quick-thinking
• Multi-tasker
• Efficient

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Responsibilities

Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries.

Citi Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor. Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs. CBP EMEA Reconciliation Team is responsible for performing activities related to monitoring and reconciling cash and asset items.

Job responsibilities include:

• Responsible for review, investigation, and data enhancement of securities transactions and related calculations
• Perform data cleansing tasks which will enable Citi to provide market-leading customer tax reporting to clients of the Private Bank.
• Execute key controls through periodic testing
• Provide metrics such as functional dashboards, issue tracker or change management update part of BAU function.
• Escalate any discrepancies identified in the e2e process impacting client tax processes (root cause analysis, bank/client impact)
• Communicate operational changes arising from remediations or process / control enhancements to Operations & Technology
• Develop Business Requirements for system-related enhancements and End to end management of implementation of new or amended taxes
• Maintain active relationship with key business-, technology- and operations stakeholders
• Execute the road map to improve tax operations efficiency, controls and resilience
• Participate in CPB and ICG Tax SteerCo and related Governance Committees
• Streamline process inconsistencies, mitigate risks and process documentation
• Knowledge sharing among team across Zurich and Warsaw to manage tax operations controls functions.
• Deliver appropriate and effective stakeholder communication
• Anticipate details of future taxations by communicating directly with key stakeholders and staying informed of relevant trends and industry news.
• Continue professional development in order to keep abreast of emerging technologies, methods and best practices.

If you are a motivated, dedicated person who:

• Overall 3+ years of experience in Operations/Technology in the financial industry preferable in Private Banking
• Min. 1 year of experience in Tax Operations and/or Tax Technology organizations
• Knowledge in EMEA jurisdictional taxations.
• Experience in program/project management
• Experience in other Operations or Technology departments
• Has Bachelor’s Degree/University degree of business administration, law, project management and/or technology
• Good understanding of Investments and capital market products as well as trade execution and settlement processes
• Great communication skills and fluent in writing and speaking of German and English
• Used to work in a fast-paced and continues changing environment
• 2+ years of experience working with business stakeholders within a cross-functional matrix environment.
• Adequate level of proficiency with MS Project, Excel, Visio, PowerPoint and SharePoint with experience presenting to stakeholders and senior leadership.
• Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective.
• Strong interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment.
• Experience working both independently and in a team-oriented, collaborative environment.
• Flexible with proven ability to conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
• Adept at conducting research into project-related issues and products.
• Must be able to understand and apply new technologies at a high level, identify automation opportunities.

We offer:

• Stable employment at Citi (Citi Private Bank)
• Opportunity for professional development in the international and multicultural organization
• Developing opportunities and challenging assignments
• Attractive and stable employment conditions
• Social benefits (medical care, Benefit System, life insurance, pension scheme)
• Working with interesting people!