Equity Advisor, Private Banking

The Equity Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• This role is based within the Capital Markets Group, covering direct client activity in equity cash, listed derivatives and light OTC exotic equity product (delta one, OTC accumulators, barrier options). 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 equity trading clients 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 single stock ideas 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 cash equities and listed derivatives to OTC derivatives (vanilla, barrier, worst-of, delta one, accumulators and decumulators)
• 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of experience
• Proven sales and trading experience in financial services and the Structured Products sector, including 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.

Education:

• Bachelor's/University degree, Master's degree preferred

Job Family Group:
Private Client Product Services
Job Family:
Investment Capital Markets
Time Type:
Full time
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