Securities Advisory & Trading Specialist

The Securities Trader is a strategic professional who stays abreast of financial market developments within own field and contributes to directional strategy by considering their application in their own job and the business. Recognized technical authority for an area within the business, with significant expertise also spanning equity, fixed income, and credit products. Requires expert commercial awareness and a proactive mindset.

Developed communication and diplomacy skills are required in order to guide, influence, and convince others, in particular colleagues in other areas and 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 Wealth Markets Group, covering direct and indirect client activity in equity products (including cash, listed derivatives, and light OTC exotic equity products such as delta one, OTC accumulators, and barrier options), fixed income products. 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 trading clients across equity, fixed income, and credit products 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 equity, fixed income, and credit ideas and strategies 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 equity products (including cash equities, listed derivatives, and OTC equity derivatives such as vanilla, barrier, worst-of, delta one, accumulators, and Deccumulators), fixed income, and credit instruments.
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• A good track record of execution experience.
• Proven sales and trading experience in financial services across equity, fixed income, including experience with 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.
• Occasion coverage of U.S market hours depending on business needs.

Education:

• Bachelor's/University degree, master’s degree preferred.

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

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Job Family Group: Private Client Product Services

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Job Family:Investment Capital Markets

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Time Type:Full time

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Primary Location Full Time Salary Range:€100,000.00 - €160,000.00

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Most Relevant Skills Please see the requirements listed above.

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

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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