Advisory & Execution Specialist – Global Equities & Fixed Income

Our Wealth Markets Group is dedicated to providing bespoke, institutional-grade securities advisory and trading solutions to our most discerning private clients, high-net-worth individuals, and family offices. We operate at the intersection of deep market expertise and personalized client service, delivering sophisticated strategies across a broad spectrum of asset classes. This Director role is critical to enhancing our strategic capabilities, driving significant revenue growth, and solidifying our position as a premier advisor and execution partner in the private wealth space, with a particular emphasis on Fixed Income leadership and robust delivery across the equities and derivatives complex.

We are seeking an exceptionally accomplished Director to serve as a Securities Lead within our Wealth Markets Group. This individual will be a recognized technical authority, proficient in navigating complex financial markets with a primary and leading expertise in Fixed Income. While anchoring our Fixed Income advisory and trading efforts, this role also demands a proven ability to deliver exceptional results across Equities (including cash, listed derivatives, and light OTC exotic equity products such as delta one, accumulators, and barrier options) and Credit products.

This is a commercially astute professional capable of directly managing and growing a dedicated book of high-value private clients, delivering tailored investment strategies, and executing sophisticated transactions across the full product suite. The Director will play a key role in shaping our strategic direction, influencing internal stakeholders, and mentoring junior talent, all while maintaining rigorous risk management standards and contributing to the development of our platform.

Key Responsibilities & Expectations:

• Fixed Income Leadership & Strategic Execution:
  • Serve as the leading Fixed Income specialist for the desk, driving advanced advisory and trading solutions, and setting strategic direction within this asset class.
  • Achieve significant P&L and revenue targets from Fixed Income mandates, employing sophisticated trading, hedging, and client-focused strategies.
  • Provide authoritative market commentary, in-depth research, and actionable trade ideas that influence both internal desk positioning and client investment decisions in Fixed Income.

• Cross-Asset Delivery & Client Portfolio Management (Equities, Derivatives, Credit):
  • Directly manage and aggressively grow a dedicated client base of 20-30 long-term accounts consisting of high-net-worth private clients and family offices, ensuring comprehensive advisory and execution across Fixed Income, Equities, Derivatives, and Credit products.
  • Deliver expert advice and execute effectively on Equities (cash, listed derivatives, OTC exotic products) and Credit products, demonstrating a strong understanding of their market dynamics and client applications.
  • Drive both internal and external sales initiatives, leveraging deep product knowledge to cross-sell and up-sell across all asset classes within the firm and to our client base.
  • Actively market, originate, and close complex investment proposals and new account pitches as a core member of the integrated client team.
  • Deliver expert ideas and investment strategy recommendations for private clients, integrating insights from Citi Research and CPB research functions across all covered products.

• Strategic Impact & Risk Management:
  • Maintain a rigorous risk management approach with clients on their exposures, ensuring alignment with client risk tolerances and firm-wide standards across all asset classes.
  • Appropriately assess risk in all business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
  • Drive compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment, and transparently escalating control issues.
  • Contribute to the strategic application of market developments within own field to enhance the business's overall performance.

• Platform Development & Internal Engagement:
  • Assist with the roll-out and development of IT projects aimed at expanding and improving the trading and advisory platform for all covered asset classes.
  • Increase connectivity and engagement between Markets and Citi Private Bank clients and staff.
  • Actively participate in daily morning meetings and marketing team sales calls, contributing to a collaborative and informed desk environment.

• Communication & Influence:
  • Utilize developed communication and diplomacy skills to guide, influence, and convince others, particularly colleagues in other areas and external customers.
  • Provide advice and counsel related to the technology or operations of the business, impacting the entire area.

What We're Looking For:

• Experience:
  • A good track record of progressive execution and advisory experience within financial services, with a significant portion dedicated to private client wealth management and demonstrable leadership in Fixed Income.
  • Proven track record of actively delivering and executing across equity, fixed income, and credit products, including specific expertise with equity derivatives and light exotic products (e.g., listed derivatives, delta one, OTC accumulators, barrier options).
  • Demonstrable experience in client origination and relationship management for high-net-worth private clients and family offices.

• Education:
  • Bachelor's/University degree required.
  • Master’s degree preferred.
  • RDR Level 4 minimum required.

• Skills:
  • Expert commercial awareness and a proactive mindset, with the ability to identify client needs and match them to service delivery capabilities.
  • Deep understanding of financial market developments and their application to private wealth strategies, with advanced knowledge of Fixed Income market mechanics and valuation.
  • Excellent interpersonal and communication skills essential for effective engagement with internal staff and external clients.
  • Strong IT skills essential, with an ability to assist in the development and improvement of trading platforms.
  • Ability to develop strong working relationships across functional and geographical lines and to work to tight deadlines.
  • Fluent spoken and written English.

• Personal Attributes:
  • Self-motivated and results driven.
  • High ethical standards and unwavering integrity.
  • Ability to appropriately assess risk and demonstrate sound ethical judgment.
  • Exposure to High-Net-Worth Private clients and Family Offices would be highly beneficial.

Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016.

Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Capital Markets

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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