Overview
As Director, you will lead Fixed Income advisory and trading for Citi’s Wealth Markets Group, driving revenue growth and strategic direction. You will also oversee cross-asset delivery across Equities, Derivatives, and Credit for a select group of high-net-worth clients. You’ll shape client strategies, manage risk, and mentor junior staff while collaborating with stakeholders to enhance the trading and advisory platform. This role combines deep market expertise with client-focused execution in a premier private wealth setting.
Responsibilities
- Lead Fixed Income advisory and trading across the desk, setting strategy and delivering revenue and P&L targets
- Provide authoritative Fixed Income market commentary, research, and trade ideas to influence desk positioning and client decisions
- Directly manage and grow a book of 20–30 long-term high-net-worth private clients and family offices across FI, Equities, Derivatives, and Credit
- Drive cross-sell and cross-asset client advisory and execution, originate complex investment proposals, and support new account pitches
- Deliver investment ideas and strategy recommendations leveraging Citi Research and CPB research
- Maintain rigorous risk management with clients, ensuring alignment with risk tolerances and firm standards
- Support IT platform roll-out and development to expand trading/advisory capabilities across asset classes
- Collaborate in daily meetings and cross-functional discussions to maintain a connected, informed desk environment
- Influence internal stakeholders and external clients through clear communication and advisory input
- Provide guidance on technology and operations affecting the business area
Key requirements
- Proven track record in execution and advisory within private client wealth with leadership in Fixed Income
- Experience delivering across Equity, Fixed Income, and Credit products, including derivatives and light exotics
- Client origination and relationship management experience with high-net-worth clients and family offices
- Bachelor’s degree; Master’s degree preferred; RDR Level 4 minimum
- Strong commercial awareness and ability to identify client needs and map to services
- Deep knowledge of Fixed Income market mechanics and valuation
- Excellent interpersonal and communication skills with internal and external stakeholders
- Strong IT skills supporting platform development and improvement
- Ability to build cross-functional relationships and work under tight deadlines
- Fluency in English
- Commercial awareness
- Relationship management
- Effective communication
- Fixed Income market knowledge
- Equities, Derivatives, and Credit product expertise
- Risk management and compliance
Advisory & Execution Specialist – Global Equities & Fixed Income in London employer: Citigroup
Citi is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets collaboration. As a Sales Director, you will benefit from extensive training and mentorship opportunities, fostering your professional growth while working alongside industry leaders in FX Sales. With a strong commitment to integrity and inclusivity, Citi provides a supportive culture that empowers employees to excel and drive meaningful results for clients.
