Summary

This full-time lead role advises ultra-high-net-worth clients on concentrated assets and develops tailored trading, hedging, financing, and monetization solutions. The scope includes identifying new client opportunities, building a pipeline, and coordinating with Citi's wealth planning and institutional markets teams.

Responsibilities

• Advise clients on concentrated asset holdings
• Identify prospects with concentrated asset positions
• Build and prioritize client opportunity pipelines
• Structure block trades and derivatives solutions
• Coordinate client proposals with wealth planning teams
• Monitor pipeline conversion and report business outcomes
• Ensure advisory activity follows regulatory and risk controls