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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