Advisory & Execution Specialist

Trading, Execution & Liquidity Sourcing

• Multi-Asset Execution:
  Execute high-touch and low-touch client flows across Global Equities (Cash, ETFs, Listed Options) and Fixed Income (Rates, Investment Grade, High Yield, Emerging Markets Credit, OTC Derivatives, Structured Notes).
• Market Sourcing & Strategy:
  Determine optimal routing strategies and liquidity access points across electronic venues, systematic internalise rs, and market makers, calibrated to trade complexity, liquidity profile, and market impact.
• Session Coverage:
  Provide continuous market and execution coverage across both European and US market operating hours for active advisory accounts.

• Actionable Alpha Ideas:
  Formulate and pitch thematic investment strategies, tactical trade recommendations, and relative value trade ideas tailored to sophisticated private client mandates.
• Research Synthesis:
  Integrate top-down macro insights and bottom-up analyses from Citi Research and Citi Private Bank (CPB) research to deliver differentiated, high-conviction trade rationale.
• Market Intelligence & Commentary:
  Author and distribute leading market commentary, technical/macro updates, and actionable flow summaries for clients and internal coverage teams.

• Book Management & Revenue Targets:
  Manage a prime portfolio of 20-30 active UHNW and Family Office accounts, delivering against individual commercial objectives while driving the aggregate EMEA desk revenue budget.
• Relationship Deepening:
  Identify scalable revenue opportunities, improve execution turnaround times, and expand product wallet share across covered accounts.

• Cross-Franchise
  
  Collaboration:
  
  Partner with the broader client coverage matrix-Relationship Managers (Private Bankers), Investment Counsellors (ICs), Investment Finance Specialists, and Product Teams.
• Cross-Divisional Connectivity:
  Bridge relationships with Banking, Corporate Finance, Markets, and Treasury to deliver the holistic "One Citi" value proposition to institutional-like private wealth clients.

• Best Execution Mandate:
  Maintain strict adherence to CGW Best Execution policies, regulatory frameworks (e.g., FCA / MiFID II guidelines), and market conduct rules.
• Transaction Cost Analysis (TCA):
  Conduct rigorous pre- and post-trade analytics (TCA) and regular broker execution quality reviews to quantify execution performance and benchmark slippage.
• Risk Management & Control Partnership:
  Assess risks in all trade decisions; actively manage client exposures against limit profiles, suitability standards, and firm-wide guidelines in close partnership with Risk, Credit, and Compliance.
• Ethical Leadership:
  Apply sound ethical judgment, ensure compliance with relevant statutory laws, and transparently elevate control and operational issues., 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.

• Experience Level: Proven experience in trading, execution, sales trading, or investment advisory experience within Capital Markets, Investment Banking, or Tier-1 Wealth Management / Private Banking.
• Client Segment Expertise:
  Direct experience managing or executing for sophisticated UHNW individuals, Single Family Offices (SFOs), and Multi-Family Offices (MFOs).
• Product Fluency:
  In-depth working knowledge and track record of executing across: + Equities:
  Cash Equities, Global ETFs,…