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Advisory & Execution Specialist - Global Equities & Fixed Income

Citi London, United Kingdom
Posted 2 days ago Hybrid Job Permanent Competitive

Advisory & Execution Specialist - Global Equities & Fixed Income

Citi London, United Kingdom
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview
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.

Key Responsibilities

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 internalisers, 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.
Investment Advisory, Idea Generation & Strategy
  • 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.
Client Coverage & Commercial Growth
  • 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.
"One Citi" Partnership & Internal Stakeholder Alignment
  • 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, TCA & Risk Governance
  • 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 escalate control and operational issues.
Experience, Skills & Qualifications

Professional Experience
  • 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, Equity Derivatives, Listed Options.
    • Fixed Income: Sovereign Rates, Corporate Credit (IG / HY / EM), OTC Swaps.
    • Derivatives & Structured Solutions: Structured Notes, Capital Protected Payoffs, FX/Rate-linked structures.
Systems & Technical Capabilities
  • Trading & Execution Platforms: Proficiency in multi-asset EMS/OMS systems (e.g., Bloomberg EMSX, TSOX, ALLQ, Fidessa).
  • Electronic Fixed Income Venues: Hands-on experience with electronic bond trading platforms (Tradeweb, MarketAxess).
  • Analytics: Familiarity with TCA tools, pre-trade cost estimators, and market liquidity analytics.
Competencies & Interpersonal Skills
  • Multi-Tasking & Market Reflexes: Ability to manage fast-moving order flow and risk pricing under high-pressure, volatile market conditions.
  • Commercial Acumen: Strong sales and pitching capability, articulate verbal presentation skills, and clear, structured written delivery.
  • Team-Oriented & Matrix Collaboration: Ability to operate seamlessly within a high-performing desk while coordinating with the broader coverage and control ecosystem.
  • Market Hours Flexibility: Willingness and capability to cover extended trading windows spanning European and US market hours on occasion
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.

------------------------------------------------------

Job Family Group:
Private Client Product Services ------------------------------------------------------

Job Family:
Investment Capital Markets ------------------------------------------------------

Time Type:
Full time ------------------------------------------------------

Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View Citi's EEO Policy Statement and the Know Your Rights poster.

Job ID  26962214
ABOUT COMPANY
London, United Kingdom
Corporate Banking
Working at Citi is far more than just a job. A career with us means joining a team of more than 225K+ dedicated people from around the globe. At Citi,...
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