Citi Group Private Bank - Equity Specialist Night Shift 

China, Hong Kong 

661024965

Responsibilities:

• This role is based within Wealth Markets, covering direct client activity in cash equity, listed derivatives and light OTC exotic equity products (e.g. equity swap, OTC accumulators, structured products). This position will be as a member of the execution team involved in covering Private Bank clients directly.
• Part of the integrated client team, delivering execution strategy recommendations to active Private Bank trading clients and internal Marketing teams.
• 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, equity swap, 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 Wealth 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:

• 6-10 years of experience.
• Proven sales and trading experience in financial services and structured products, including equity derivatives and light exotic products. Exposure to High Net Worth Private Bank clients and Family Offices would be beneficial.
• Good interpersonal and communication skills essential. Ability to develop strong working relationships across functional and geographical lines.
• Strong IT skills essential. Ability to work to tight deadlines.
• Regulated role with applicable/mandatory licenses and/or qualifications.
• Language proficiencies in Cantonese, English and Mandarin.

Education:

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

Time Type: