Job Description

Excited to grow your career?


We believe our people make all the difference in our continued success. We value our talented employees, and whenever possible strive to help them grow professionally before recruiting new talent to our open positions. If you think the position is right for you, we encourage you to apply.


The Securities Advisory Specialist is a role focusing on equity and fixed income advisory and trading. This requires proficient knowledge and trading experience across these two asset classes. The successful candidate will also contribute to the improvement of workflow processes for equity, fixed income, and derivative execution. The role requires good analytical skills to prioritize and synthesise complex trading instructions from multiple products. Strong communication, ability to multitask, working to time constraints and people skills are also desirable requirements.

Responsibilities:

This role is based within the Markets team, which is a subset of Citi Global Wealth Investments, covering EMEA clients across equity & fixed income cash, listed derivatives, and OTC products (structured notes, swaps accumulators, OTC options). Focus on execution management for external clients and internal stakeholders. External client types include UHNW, SFO and MFO whilst internal stakeholders will primarily be relationship managers and investment counsellors. Part of the integrated client team including the relationship manager and investment counsellor, delivering ideas and investment strategy recommendations as well as providing the highest level of strategic and tactical advice. Maintain rigorous risk management approach with clients on their exposures in line with client risk/return objectives. Responsible for increasing external/internal sales across equity and fixed income product sets. 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 employees / Actively participate in daily morning meetings and marketing team sales calls Assist with the roll-out and development of the projects needed to expand and improve efficiency on the platform Coverage of US trading hours 2-3 times per week to ensure the continuity of the Securities Advisory offering to our clients across products, time zones all from one touch point.

Skills / Experience:

A good track record of experience in financial markets. Passion for financial markets with trading experience Trading experience across Equity and Fixed Income products. Vanilla through to OTC (preferable) Experience with Bloomberg and familiarisation with different trading algorithms Strong communication skills and meticulous attention to detail Ability to multitask within various time constraints

Candidate gains:

Exposure to largest family offices and trading clients in the region Experience and training in multi asset trading and advisory Career progression - on the job training and mentorship Opportunity to travel and meet clients Continuous professional development internal and external training providers.

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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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.


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