Securities Advisory & Trading Specialist

Publix Serving (Civica)

Fixed income leadership and expertise
Equities derivatives and exotic products
High-net-worth client origination
This Director role serves as the leading Fixed Income specialist driving advanced advisory and trading solutions for high-net-worth private clients

Job Summary

  • This Director role serves as the leading Fixed Income specialist driving advanced advisory and trading solutions for high-net-worth private clients.
  • The incumbent will manage a dedicated book of 20-30 long-term accounts while executing sophisticated transactions across equities, derivatives, and credit products.
  • Candidates must demonstrate rigorous risk management standards and contribute to strategic platform development within the Wealth Markets Group.

Matching Summary

This Director role serves as the leading Fixed Income specialist driving advanced advisory and trading solutions for high-net-worth private clients.

Skills & Requirements

Must-have

  • Fixed Income leadership and expertise
  • Equities derivatives and exotic products
  • High-net-worth client origination
  • Credit products advisory experience
  • Risk management and compliance

Nice-to-have

  • Family office relationship management
  • IT platform development skills
  • Citi Research integration knowledge
  • Mentoring junior talent capabilities

Key Requirements

  • RDR Level 4 minimum required
  • Bachelor's degree required; Master's preferred
  • Certified Role subject to Fit and Proper assessment

Work Rights

Not specified

Tailored Resume

Cover Letter