Advisory Sales - Equity Brokerage

Citi; New York (NY); On-site; USD 180,000 - 300,000; Full time

Job summary

The Citi Advisory Sales – Equity Brokerage team in Shanghai seeks a senior Salesperson to lead strategic advisory services for capital markets transactions and client fundraising in coordination with Institutional Banking. The role emphasizes delivering investment strategies and capital solutions for clients.

Responsibilities include refining sales strategies, leveraging the network to expand Citi's client footprint, coordinating with legal, risk, structuring, and trading teams, and upholding

Qualifications

• 15+ years of sales experience in financial services.
• Experience in a client-facing role with buy-side clients.
• Strong communication and relationship-building skills.

Responsibilities

• Refine and implement sales/marketing strategy to expand Citi's client footprint and revenue.
• Leverage network to understand client needs and promote Citi offerings.
• Advise team in strategic positioning and closing transactions with internal partners.
• Build relationships with sales teams to source buying and selling opportunities.
• Maintain governance and controls across transactions.
• Collaborate with Legal, Compliance, Risk, and Finance to ensure governance.
• Promote responsible finance, ethics, and risk management.

Skills

Client-facing

Interpersonal skills

Problem-solving

Written and verbal communication

Broad client relationships

Education

Bachelor's degree or equivalent

Master's degree preferred

Job description

Advisory Sales - Equity Brokerage

Job Req Id:

261005880

Location(s):

Shanghai, Shanghai Municipality, China

Job Type:

On-Site

Posted:

Oct. 28, 2026

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Job Overview

The Salesperson is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Director Salesperson also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

• Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and revenue goals
• Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
• Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)
• Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients
• Lead strong governance and controls
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• Adhere to all policies and procedures as defined by your role which will be communicated to you
• Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
• 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Recommended Qualifications:

• 15+ years of sales experience at a financial services organization
• Experience in a client-facing role working with the buy-side community
• Proven interpersonal and problem-solving skills
• Consistently demonstrate clear and concise written and verbal communication
• Broad client relationships preferred

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Working Environment: office setting, minimal travelling and prolonged working hours in the office may be required during projects.

Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

Job Family Group:

Institutional Sales

Job Family:

Investor Sales

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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