• The Equity Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
  
  Responsibilities:
   
  • This role is based within the Capital Markets Group, covering direct client activity in equity cash, listed derivatives and light OTC exotic equity product (delta one, OTC accumulators, barrier options). This position will be as a member of the team involved in covering private clients directly.
  • Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank equity trading clients directly and indirectly.
  • Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives. Identify client needs and objectives within overall investment objectives and match to service delivery capabilities
  • Develop and update market intelligence to introduce single stock ideas through Citi Research and CPB research functions.
  • Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances.
  • Responsible for increasing sales across the product set from cash equities and listed derivatives to OTC derivatives (vanilla, barrier, worst-of, delta one, accumulators and decumulators)
  • Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
  • Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
  • Increase connectivity and engagement between Markets and Citi Private Bank clients and staff.
  • Actively participate in daily morning meetings and marketing team sales calls
  • Assist with the roll-out and development of the IT projects needed to expand and improve on the platform
  • 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.

Qualifications:
 

• 15+ years of experience
• Extensive/proven sales and trading experience in financial services and the Structured Products sector, including Equity derivatives and light exotic products / Excellent interpersonal skills to deal with both internal staff and external clients / Self motivated
• Good interpersonal and communication skills essential / Strong IT skills essential / Ability to develop strong working relationships across functional and geographical lines / Ability to work to tight deadlines / Fluent spoken and written English.
• Regulated role with applicable/mandatory licenses and/or qualifications.

Education:
 

• Bachelor's/University degree, Master's degree preferred

• Additional Job Description
• Job Families for Job Profiles

Investment Capital Markets

• Worker Sub-Type

Regular

• Time Type

Full time

• Remote Type
• Primary Location

PASEO DE LA REFORMA NO. 210 LOMAS DE CHAPULTEPEC CIUDAD DE MEXICO

• Primary Job Posting Location

Ciudad De Mexico Distrito Federal Mexico

• Additional Locations
• Additional Job Posting Locations
• Scheduled Weekly Hours

40

• Work Shift

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Job Family Group:

Private Client Product Services

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Job Family:

Trust Investment Management

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Time Type:

Full time

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