Advisory & Execution Specialist – Global Equities & Fixed Income

Citi Global Wealth (CGW) brings together the full power of Citi to serve clients across the entire wealth spectrum. The London-based Capital Markets Advisory & Execution Desk is a high-performing front-office unit providing market intelligence, tactical trade ideas, and execution across global cash and synthetic markets.

The Advisory & Execution Specialist will manage and grow a dedicated book of 20–30 sophisticated UHNW, SFO, and MFO clients across EMEA. The candidate will drive commercial performance by delivering actionable, multi-asset advisory (Equities, Rates & Credit, FX, Listed Options, OTC, and Structured Notes) and executing high- and low-touch flows across European and US trading sessions, adhering to strict Best Execution and risk management principles.

• 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 escrow control and operational issues.