**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 ***** 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 general 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
**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**Job Family Group**:
Private Client Product Services
- **Job Family**:
Trust Investment Management
- **Time Type**:
Full time
- 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.
View the "**EEO is the Law**" poster.
View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting

📌 Equity Head Afore (Xico)
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