Advisory & Execution Specialist - Global Equities & Fixed Income

Citigroup; Greater London; On-site; GBP 150,000 - 220,000; Full time

Job summary

Citi Global Wealth (CGW) in London oversees a Capital Markets Advisory & Execution Desk that provides market intelligence, tactical trade ideas, and execution across global cash and synthetic markets for UHNW clients.

The desk covers high-touch and low-touch flows, develops actionable alpha ideas, and collaborates with Citi Research and CPB to deliver differentiated strategies to private clients while meeting regulatory standards.

Qualifications

• Proven experience in trading, execution, sales trading, or investment advisory within Capital Markets.
• Direct experience managing or executing for sophisticated UHNW individuals, SFOs and MFOs.
• Working knowledge of multi-asset EMS/OMS platforms and electronic trading venues.

Responsibilities

• Execute high-touch and low-touch client flows across Global Equities and Fixed Income.
• Develop market intelligence, tactical ideas, and execution strategies for clients.
• Provide continuous market coverage across European and US hours and deliver client-ready commentary.

Skills

Trading

Execution

Market Sourcing

Client Coverage

UHNW Clients

Education

Finance Degree

Tools

Bloomberg EMSX

TSOX

Fidessa

MarketAxess

Job description

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.

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 elevate 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