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Securities Advisory & Trading Specialist

Luxembourg, Bertrange 100000.00 - 160000.00 EUR / Year · Job Posted May 14, 2026
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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
  • Increase connectivity and engagement between Markets and Citi Private Bank clients and staff
  • Actively participate in daily morning meetings and marketing team sales calls
  • Assist with the roll-out and development of the IT projects needed to expand and improve on the platform
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

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
  • Regulated role with applicable/mandatory licenses and/or qualifications
  • Occasion coverage of U.S market hours depending on business needs
  • Bachelor's/University degree, master’s degree preferred

Nice to have

  • Exposure to High-Net-Worth Private clients and Family Offices would be beneficial
  • master’s degree preferred

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