Citi Handlowy is seeking a Strategic Capital Solutions Lead to engage with ultra-high-net-worth clients, providing bespoke solutions for complex transactions and fostering long-term client relationships. The role emphasizes strategic advisory, opportunity identification, performance monitoring, and collaboration within a cross-functional team to deliver tailored investment strategies
Job Summary
The role involves advising ultra-high-net-worth clients on complex strategies to acquire, dispose of, hedge, finance, or monetize concentrated asset holdings.
Candidates must leverage Citi's institutional capabilities to deliver bespoke, product-agnostic advice that balances wealth protection, preservation, and creation.
Success requires proactively identifying new investment assets through rigorous market analysis and maintaining a robust pipeline of high-potential opportunities.
Matching Summary
Match Score: 85
Citi Handlowy is seeking a Strategic Capital Solutions Lead to engage with ultra-high-net-worth clients, providing bespoke solutions for complex transactions and fostering long-term client relationships. The role emphasizes strategic advisory, opportunity identification, performance monitoring, and collaboration within a cross-functional team to deliver tailored investment strategies.
Skills & Requirements
Must-have
Concentrated asset exposure management
Block trade execution strategies
OTC derivative structuring
Ultra-high-net-worth client advisory
Capital markets product knowledge
Nice-to-have
Strong cross-functional collaboration skills
Advanced CRM and analytics proficiency
Proven business development track record
Fluent English communication abilities
Key Requirements
Bachelor's degree required; Master's preferred
FCA and PRA Certification Regime compliance
Proven experience in strategic client advisory roles
Extensive product experience in cash trading and derivatives
Work Rights
Must be certified as Fit and Proper under FCA/PRA regime