Equity Specialist, Citi

Citi

Location:
Hong Kong, Hong Kong

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Equity Specialist is a strategic professional recognized as a technical authority who works within the integrated client team to manage cash equities, derivatives, and related products while ensuring risk management and client service excellence.

Job Responsibility:

Cover direct client activity in cash equity, listed derivatives and light OTC exotic equity products
deliver 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
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
maintain rigorous risk management approach with clients on their exposures
increase sales across the product set from cash equities and listed derivatives to OTC derivatives
communicate, deliver, and close on client investment proposals and new account pitches
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.

Requirements:

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.

Nice to have:

exposure to High Net Worth Private Bank clients and Family Offices
ability to develop strong working relationships across functional and geographical lines.

Additional Information:

Job Posted:
May 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Equity Specialist