Advisory & Execution Specialist – Global Equities & Fixed Income

Overview

In this role you will manage a private-client book across Europe, delivering multi-asset advisory and executing trades to meet client objectives while upholding strict risk and best-execution standards. You will work with cross-functional teams to provide market insight, actionable ideas, and timely executions for UHNW, SFO, and MFO clients. The position sits at Citi Global Wealth’s London desk, combining market access with cross-division collaboration to grow revenue and client wallet share. You will cover European and US sessions, shaping ideas and execution for sophisticated private client mandates.

Responsibilities

• Execute high-touch and low-touch client flows across Global Equities and Fixed Income including derivatives and structured notes
• Determine optimal routing strategies and liquidity access points across venues and market makers
• Provide continuous market and execution coverage across European and US hours for advisory accounts
• Formulate and pitch thematic investment strategies and tactical trade ideas
• Integrate macro and micro research to deliver differentiated trade rationales
• Publish market commentary and actionable flow summaries for clients and internal teams
• Manage a portfolio of 20–30 UHNW/SFO/MFO accounts and drive revenue targets
• Collaborate with Relationship Managers, Investment Counsellors, and product teams to deliver holistic Citi value
• Conduct pre- and post-trade analytics (TCA) and monitor execution quality and risk controls
• Ensure compliance with Best Execution policies and regulatory frameworks (FCA / MiFID II)
• Identify opportunities to deepen client relationships and expand product wallet share
• Coordinate with Risk, Credit, and Compliance to manage client exposures and governance

Key requirements

• Proven experience in trading, execution, sales trading, or investment advisory in Capital Markets or private banking
• Direct experience with UHNW/SFO/MFO client coverage or execution
• Fluency across Equities, Fixed Income, and Derivatives/Structured Solutions

• Commercial acumen
• Clear written and verbal communication
• Team-oriented and collaborative
• Proficiency with multi-asset EMS/OMS systems (Bloomberg EMSX, TSOX, ALLQ, Fidessa)
• Experience with electronic fixed income venues (Tradeweb, MarketAxess)
• Familiarity with TCA tools and pre-trade cost estimators

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