UHNW Capital Advisory Lead

Citi; Greater London; On-site; GBP 150,000 - 200,000; Full time

Job summary

Citi, a leading global bank, seeks a Senior SCS Lead to advise ultra-high-net-worth clients on asset strategies and bespoke solutions. You will collaborate with Wealth Planning, Integrated Client Solutions and Institutional Markets to structure and deliver complex monetization, hedging and financing strategies.

You will manage client opportunities, assess risk, and drive cross-team engagement to deliver capital markets and private banking solutions across global wealth platforms.

Qualifications

• A proven track record in strategic client advisory roles related to concentrated asset exposures, wealth management and capital markets.
• Experience with block trades, corporate equity derivatives and wealth planning principles.
• Experience across cash trading, financing, derivatives and solution structuring.
• Excellent interpersonal skills to engage with internal teams and external clients.
• Self-motivated with ability to build relationships across functions and regions.
• Capable of meeting tight deadlines and fluent in English.

Responsibilities

• Advise ultra-high-net-worth clients on asset strategy including acquisition, disposal, hedging, financing or monetization.
• Assess exposure, event risk and required capital to align with client goals.
• Develop, present and finalize client investment proposals and new account pitches with Wealth Planning and Integrated Client Solutions.
• Enhance collaboration between Capital Markets and Citi Private Bank clients and staff.
• Identify opportunities and manage a robust client pipeline with CRM-driven scoring.
• Monitor pipeline metrics and report progress to senior management.

Skills

Strategic advisory

Wealth management

Capital markets

Block trades

Corporate equity derivatives

Cash trading

Financing

Derivatives

Solution structuring

English communication

Education

Bachelor's degree

Master's degree

Job description

Citi, a leading global bank, seeks a Senior SCS Lead to advise ultra-high-net-worth clients on asset strategies and bespoke solutions. You will collaborate with Wealth Planning, Integrated Client Solutions and Institutional Markets to structure and deliver complex monetization, hedging and financing strategies.

You will manage client opportunities, assess risk, and drive cross-team engagement to deliver capital markets and private banking solutions across global wealth platforms.