C

Citi

Runs banking and payments for global clients

Director Senior Equity Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSingaporeNo salary listedHybrid

About the Job

Requirements

  • A bachelor's or university degree is required.
  • At least 15 years of experience is required.
  • Extensive or proven sales and trading experience in equities is required; experience with structured products, including equity derivatives and light exotic products, is ideal.
  • Strong interpersonal and communication skills are essential for working with internal staff and external clients.
  • Strong information technology skills are essential.
  • Ability to develop working relationships across functional and geographical lines is required.
  • Ability to work to tight deadlines is required.
  • Fluent spoken and written English is required.
  • Applicable licenses and/or qualifications are mandatory for this regulated role, including certifications required to advise on and sell financial products.

Responsibilities

  • Cover direct client activity in equity cash and structured products as a member of the Capital Markets Group, directly covering private clients.
  • As part of the integrated client team, deliver ideas and investment recommendations, tactical and portfolio allocation advice, and execution to Citi Private Bank equity trading clients directly and indirectly.
  • Develop a dedicated client base of 20–30 long-term accounts to achieve business revenue and service objectives; identify client needs and objectives and match them to service delivery capabilities.
  • Communicate, deliver, and close client investment proposals and new account pitches as part of the overall client team.
  • Contribute scalable ideas that generate commercial value across the platform, including cash and derivatives, and present these ideas in internal forums.
  • Host client events, virtual roadshows, and large-format outlook events to strengthen the Citi brand and deepen client relationships.
  • Maintain rigorous risk management for client exposures in line with client risk tolerances.
  • Ensure conformity with global firm standards for client service, regulatory compliance, and the operating model.
  • Increase connectivity and engagement between Markets, Research, and Citi Private Bank clients and staff.
  • Assess risk in business decisions, consider the firm's reputation and safeguard Citigroup, its clients, and assets; drive compliance with applicable laws, rules, and regulations, adhere to policy, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
  • Perform other job-related duties as assigned.

Desired Qualifications

  • CFA is a plus.
  • Fluent Mandarin is a plus.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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