Job Details

ID #19825647
State New York
City New york city
Full-time
Salary USD TBD TBD
Source Citigroup
Showed 2021-09-17
Date 2021-09-18
Deadline 2021-11-16
Category Et cetera
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Citi Global Wealth & Investments Brokerage Fixed Income Specialist for the Americas – SVP/Director

New York, New york city 00000 New york city USA

Vacancy expired!

Citi Global Wealth & Investments Brokerage Fixed Income Specialist for the Americas. This role is based within the Citi Global Wealth & Investments’ Capital Markets Group and will be part of Fixed Income Brokerage and Advisory Team for the Americas. The Fixed Income Specialist in this role will be responsible for delivering best in class fixed income execution, advisory and service to Advisors and Clients of Citi Global Wealth Americas. This position will offer the opportunity to grow the Fixed Income Brokerage (Taxable and Non-Taxable) business within Citi Global Wealth by preparing and delivering trade ideas, performing portfolio reviews, and educating Clients on the benefits of transactional brokerage Fixed Income. The Fixed Income Specialist will work directly with internal Financial Advisors, Bankers, Investment Counselors and their Clients to help them transact and build brokerage portfolios of Fixed Income securities.ResponsibilitiesEnsure seamless execution, booking and reporting of fixed income brokerage transactions.

Increase client participation across the entirety of fixed income brokerage business.

Deliver trade ideas and investment opportunities; while providing the highest level of execution service and advice.

Actively participate in regional sales and marketing forums to promote fixed income brokerage product capabilities.

Remain abreast of fixed income market intelligence, investment strategy and research to deliver actionable trade ideas to Financial Advisors, Bankers, Investment Counselors and Clients.

Act as a fixed income product expert while working in accordance with the business product programs, processes and procedures.

Actively design and implement product and platform improvements to enhance the Advisor and Client experience.

QualificationsMinimum of 5 years in a fixed income product, sales or trading role preferably within a wealth management organization such as a Private Bank or Broker-Dealer.

Experience with fixed income brokerage, as well as portfolio analytic tools, bond ladders and interest rate pricing models.

Strong interpersonal skills and ability to work on a team.

Previous exposure to High Net Worth Private Clients and Family Offices would be beneficial.

Ability to handle multiple tasks at the same time, explain complex concepts in a clear language, and educate clients on the risks and potential benefits of transacting in fixed income products.

Strong IT and analytical skills essential.

Strong knowledge of the regulatory environment surrounding retail fixed income brokerage.

Series 7 and 63 required.

EducationBachelor's degree

Job Family Group:Private Client Product ServicesJob Family:Investment Capital MarketsTime Type:Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Vacancy expired!

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