CrawlJobs Logo

Securities Advisory & Trading Specialist

United Kingdom, London · Job Posted May 14, 2026
Apply Position
Job Link Share

Job Description

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.

Job Responsibility

  • 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
  • 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
  • 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
  • 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
  • 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

Requirements

  • 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
  • Bachelor's/University degree required
  • Master's degree preferred
  • RDR Level 4 minimum required
  • 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
  • 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

Nice to have

  • Master's degree
  • Exposure to High-Net-Worth Private clients and Family Offices would be highly beneficial

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Securities Advisory & Trading Specialist

8 matching positions

Securities Advisory & Trading Specialist

Location
Location
Luxembourg , Bertrange
Salary
Salary:
100000.00 - 160000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A good track record of execution experience
  • Proven sales and trading experience in financial services across equity, fixed income, including experience with equity derivatives and light exotic products
  • Excellent interpersonal skills to deal with both internal staff and external clients
  • Self-motivated
  • Exposure to High-Net-Worth Private clients and Family Offices would be beneficial
  • Good interpersonal and communication skills essential
  • Strong IT skills essential
  • Ability to develop strong working relationships across functional and geographical lines
  • Ability to work to tight deadlines
  • Fluent spoken and written English
Job Responsibility
Job Responsibility
  • This role is based within the Wealth Markets Group, covering direct and indirect client activity in equity products (including cash, listed derivatives, and light OTC exotic equity products such as delta one, OTC accumulators, and barrier options), fixed income products
  • This position will be as a member of the team involved in covering private clients directly
  • Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank trading clients across equity, fixed income, and credit products directly and indirectly
  • Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives
  • Identify client needs and objectives within overall investment objectives and match to service delivery capabilities
  • Develop and update market intelligence to introduce equity, fixed income, and credit ideas and strategies through Citi Research and CPB research functions
  • Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances
  • Responsible for increasing sales across the product set from equity products (including cash equities, listed derivatives, and OTC equity derivatives such as vanilla, barrier, worst-of, delta one, accumulators, and Deccumulators), fixed income, and credit instruments
  • Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
  • Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
  • Fulltime
Read More
Arrow Right

Critical Environment Operations Specialist

Microsoft’s Cloud Operations & Innovation (CO+I) is the engine that powers our c...
Location
Location
United States , Boydton
Salary
Salary:
81400.00 - 161800.00 USD / Year
https://www.microsoft.com/ Logo
Microsoft Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent AND 1+ year(s) industry experience
  • OR 2+ years industry experience and college course work
  • Ability to meet Microsoft, customer and/or government security screening requirements
  • Microsoft Cloud Background Check
  • Citizenship Verification
  • Criminal Justice Information Services background check
  • Bachelor's or Technical College Degree in Computer Science, Math, Telecommunications, Electrical/Mechanical Engineering, Supply Chain Management or related field AND 5+ years experience in critical environment infrastructures or physical IT infrastructures
  • OR High School Qualification or equivalent AND 7+ years experience in critical environment infrastructures or physical IT infrastructures
  • OR equivalent experience
  • 2+ years experience in Critical Environment infrastructures or physical IT infrastructures
Job Responsibility
Job Responsibility
  • Follows and adheres to processes and policy(ies) provided by security and safety governing partners
  • Reports immediately any safety or security issues or concerns
  • Participates in safety and security related Root Cause Analysis (RCA) processes as appropriate
  • Makes recommendations for improvements to safety and security processes or procedures
  • Fosters and exhibits a culture of safety
  • Ensures no unauthorized or unescorted personnel access in secured production environments
  • Manages and regularly audits physical access lists for personnel accessing secured production environments and related systems
  • Conducts security risk assessments of data center operations
  • Documents and tracks security KPIs
  • Demonstrates conscientiousness on cost and adheres to budget requirements
  • Fulltime
Read More
Arrow Right
New

Financial Accounting Manager - Supply Chain Mgmt P2P

Location
Location
United States , Charlotte; West Des Moines
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 12, 2026
Flip Icon
Requirements
Requirements
  • 5+ years of Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting or Risk Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
Job Responsibility
Job Responsibility
  • Manage a team of individual contributors supporting Accounts Payable operations, including invoice processing, payments, reconciliations, and exception handling
  • Oversee end-to-end AP activities across one or more lines of business
  • Ensure invoices and payments are processed accurately, timely, and in compliance with policies
  • Direct complex accounting and operational tasks related to the AP subledger, reconciliations, invoice validation, and payment processing
  • Establish and enforce strong control standards
  • Ensure proper invoice validation, segregation of duties (maker-checker), and ongoing monitoring through quality reviews and sampling
  • Design and enhance internal controls
  • Improve data accuracy, prevent duplicate payments, and strengthen audit readiness
  • Maintain knowledge of accounting practices, regulatory requirements, and internal AP and P2P policies
  • Ensure adherence to controls and risk management requirements
  • Fulltime
!
Read More
Arrow Right
New

Visual Merchandising & Planogram Specialist

We are seeking a candidate who is passionate about strategic merchandising and o...
Location
Location
Canada , Montréal
Salary
Salary:
Not provided
uapinc.com Logo
Uap Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Business Administration, Marketing, or a related field, or an equivalent combination of education and experience
  • Minimum of 5 years of experience in retail
  • Excellent communication skills in both French and English, written and spoken
  • Experience with JDA Space Planning or equivalent software
Job Responsibility
Job Responsibility
  • Conduct post-mortem analyses, evaluate product performance, and provide data-driven optimization recommendations
  • Oversee mock store installations and coordinate the official rollout of planograms, ensuring alignment between strategy and in-store execution
  • Create, configure, and maintain products within the planogram system, ensuring data integrity and accuracy
  • Ensure alignment between merchandising strategy and in-store execution to maximize commercial performance
  • Assess the feasibility and impact of space planning initiatives and provide strategic recommendations
  • Analyze sales results and communicate key insights to regional teams to support decision-making
  • Fulltime
Read More
Arrow Right
New

Project Manager

Location
Location
United Kingdom , City of London
Salary
Salary:
65000.00 - 70000.00 GBP / Year
boden-group.co.uk Logo
Boden Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Specialist Fit-Out Experience: A proven track record of successful project management experience specifically focused on commercial office fit-out projects
  • Technical Installations Knowledge: A strong understanding of mechanical, electrical, IT, security, and plumbing (MEP) installations within corporate real estate environments
  • Qualifications: A formal qualification in Project Management, Building Services, Engineering, or a related discipline
  • Commercial & Analytical Acumen: Demonstrated logical thinking, analytical skills, sound judgment, and initiative, with the capability to manage project budgets and financial forecasting tools
  • Elite Communication & Client-Facing Skills: Strong client-facing diplomacy and communication skills at all levels, with the ability to act as a collaborative, supportive team player under pressure
  • Software Proficiency: Highly proficient in Microsoft Office packages, specifically including Microsoft Project, PowerPoint, Excel, and Word
Job Responsibility
Job Responsibility
  • Drive Project Leadership & Strategy: Provide expert leadership in identifying and specifying project opportunities. Exploit strategic milestones to deliver increased turnover, profitability, and contractual commitments on all secured projects
  • Execute End-to-End Delivery: Deliver complex projects to completion strictly on time, within budget, and to the complete satisfaction of all clients and corporate stakeholders
  • Manage Risk & Compliance: Proactively identify, reduce, and manage all technical, statutory, health and safety, and commercial risks. Ensure flawless compliance with company policies and guarantee that rigorous health and safety processes are enforced across all internal and subcontractor activities
  • Control Project Finances: Develop robust financial plans to support revenue and profit delivery. Maximise project profit through cost reductions and effective procurement, while securing positive cash flow through agreed payment schedules, timely invoicing, and applications for payment
  • Supply Chain & Operational Collaboration: Build strong, collaborative relationships with operational managers, subcontractors, and preferred suppliers to ensure cost-effective, high-quality technical solutions
  • Support Commercial Growth: Actively support the business's sales and tendering process through solution development, technical presentations, and client consultation meetings
What we offer
What we offer
  • A competitive basic salary ranging from £65,000 to £70,000 per year (dependent on experience)
  • The opportunity to work on exciting, diverse, and high-spec corporate projects across London
  • A highly collaborative, sophisticated, and supportive corporate work environment
  • Long-term career development opportunities within a massive global framework
  • Fulltime
Read More
Arrow Right
New

Small Works Project Manager

Are you ready to manage exciting projects that make a real difference? A leading...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
55000.00 - 60000.00 GBP / Year
boden-group.co.uk Logo
Boden Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Comprehensive experience in sprinkler system installation and project management
  • Strong understanding of fire protection codes and standards
  • Proficiency in reading construction drawings and conducting hydraulic calculations
  • Excellent communication and organisational skills, with the ability to manage multiple projects simultaneously
  • A full UK driving licence is required
Job Responsibility
Job Responsibility
  • Manage multiple sprinkler system projects from inception to completion, ensuring adherence to budgets and quality standards
  • Coordinate across trades and stakeholders, maintaining clear communication with clients and regulatory authorities
  • Review system designs for compliance and buildability, and conduct site inspections to ensure installation quality
  • Monitor project budgets, manage change orders, and negotiate with suppliers for optimal project profitability
  • Act as the primary contact for clients, providing updates and ensuring satisfaction throughout the project lifecycle
What we offer
What we offer
  • Salary of £55k to £60k with a £5.1k annual car allowance
  • 25 days holiday plus bank holidays
  • Option to buy 5 additional days
  • Contributory pension scheme
  • Life assurance
  • Fulltime
Read More
Arrow Right
New

Desktop Support Analyst

We are looking for a Desktop Support Analyst to provide dependable technical ass...
Location
Location
United States , San Antonio
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Information Technology or a related discipline, or equivalent practical experience in technical support
  • At least 3 years of experience in desktop support, help desk, or another IT support-focused position
  • Working knowledge of Active Directory, Windows operating systems, service desk ticketing, and core troubleshooting practices
  • Experience supporting Microsoft 365, Intune, and endpoint protection tools in a business environment
  • Familiarity with cloud-based technologies and standard concepts related to modern endpoint management is preferred
  • Strong written, verbal, and interpersonal communication skills with the ability to support users professionally
  • Proficiency with Microsoft Office applications, Windows-based systems, and general computer research and problem-solving tools
  • Demonstrated ability to stay organized, manage multiple priorities, work independently, and maintain strong attention to detail in a deadline-driven setting
Job Responsibility
Job Responsibility
  • Deliver timely technical support to end users by managing service requests, diagnosing issues, and driving problems through to resolution
  • Set up, relocate, update, and decommission technology equipment while guiding employees on proper use through clear instructions and reference materials
  • Install, configure, and maintain business applications, workstation hardware, and mixed cloud and on-premises systems, including Microsoft 365 environments
  • Support organizational endpoints such as desktop computers, laptops, printers, scanners, cameras, and ATM-related devices to ensure reliable operation
  • Use network administration tools to place endpoint devices on the correct VLANs and maintain proper connectivity standards
  • Perform routine system maintenance activities such as patch deployment, health monitoring, and performance tuning to keep devices operating effectively
  • Administer Microsoft Intune for device setup, compliance enforcement, software distribution, and update management across managed endpoints
  • Maintain accurate IT asset records and oversee equipment lifecycle activities from deployment through replacement or retirement
  • Manage user identities and access by handling account provisioning, permission updates, password support, and other security-related tasks
  • Partner with internal technology teams and outside vendors to escalate incidents, support deployments and upgrades, and improve operational processes through documentation and reporting
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
  • free online training
Read More
Arrow Right
New

Sales Manager

In this key role, you will be responsible for supporting the dedicated sales tea...
Location
Location
Canada , London
Salary
Salary:
92500.00 - 115600.00 USD / Year
uapinc.com Logo
Uap Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5+ years of progressive sales experience, preferably in automotive, distribution, or wholesale environments
  • Strong leadership and team development skills, with the ability to recruit, train, coach, and motivate high-performing sales teams
  • Strategic thinking and business planning capability
  • Willingness to travel within the assigned region as required
Job Responsibility
Job Responsibility
  • Recruit, develop, evaluate, train and motivate team members to meet sales quotas and objectives
  • Work with NAPA Regional Management and Distribution Center Management to develop, plan and implement programs, promotions, product launches and training programs
  • Conduct visits to major customers with sales development specialists
  • Participate in various regional sales development activities
  • Coordinate the drafting of annual sales plans for representatives, the development of key plans for wholesalers, and the definition of individual sales priorities through the analysis of available sales data
  • Review and follows up on weekly reports from Sales Development Specialists
  • Monitor supplier performance levels
What we offer
What we offer
  • comprehensive benefits program
  • access to corporate discounts
  • ongoing training and development opportunities
  • Fulltime
Read More
Arrow Right