SVP-Client Executive - Investor Sales & Client- Investor Services

Job description

Citi is looking for a Senior Client Executive to act as a trusted strategic advisor to institutional clients — driving capital markets activity, guiding M&A and financial transaction strategy, and delivering the full breadth of Citi's capabilities to some of the world's most sophisticated organizations. This is a senior-level role within Citi's Institutional Banking team, sitting at the intersection of client strategy, capital raising, and trading intermediation. In this position, you will shape client outcomes by formulating investment strategies, identifying new business opportunities, and ensuring a consistently high standard of service and governance. Responsibilities Advise institutional clients on capital markets strategy, including fundraising, mergers and acquisitions, and other significant financial transactions, serving as their primary point of contact at Citi. Build and deepen client relationships by developing a thorough understanding of each client's business, identifying opportunities to deliver tailored Citi solutions and expand the partnership. Act as an intermediary in client trading activity, coordinating closely with internal trading and institutional banking teams to execute transactions effectively. Lead regular service reviews with clients, coordinating internal resources to resolve issues, implement improvement plans, and maintain face-to-face engagement. Oversee client participation in external satisfaction surveys, translate feedback into actionable service improvements, and drive quality outcomes at the client level. Partner with Legal, Compliance, Risk, Audit, and Finance teams to uphold strong governance standards and ensure all client activity meets regulatory and policy requirements. Assess the risk and reward profile of client transactions, applying sound judgment to protect Citi's reputation while delivering commercially sound outcomes. Required Qualifications & Skills 10 or more years of experience in a client-facing financial services role, with a clear track record of managing senior institutional relationships. Demonstrated ability to lead and influence across teams, coordinating multiple internal stakeholders to deliver client outcomes. Strong analytical and organizational capability, with the ability to assess complex financial scenarios and structure clear recommendations. Excellent written and verbal communication skills, with the ability to present ideas clearly and persuasively to senior client audiences. Familiarity with regulatory and compliance frameworks relevant to capital markets and securities services, with a commitment to maintaining required registrations and licenses. Bachelor's degree or equivalent professional experience. Beneficial Skills & Qualifications Experience in financial operations or a related function that complements a client advisory background. Master's degree in Finance, Business Administration, or a related field. Exposure to cross-sell environments where coordinating multiple product lines is central to client value delivery. What We Offer At Citi, senior professionals have the platform to shape real outcomes for global clients — backed by a collaborative team environment, strong leadership support, and the resources of one of the world's leading financial institutions. We invest in the long-term success of our people through meaningful work, professional growth, and a range of benefits designed to support both performance and wellbeing. A hybrid working model offering 3 days in the office and 2 days working remotely, giving you flexibility alongside team connection. Strategic influence and ownership in a senior role that directly shapes client outcomes and business growth across capital markets. Access to a global network of institutional banking and markets professionals, enabling broad collaboration and cross-functional impact. Ongoing learning and leadership development opportunities to deepen expertise and advance your career within Citi's global organization. Competitive financial wellbeing offerings, including compensation structures that reflect seniority and performance. Wellbeing and work-life balance support, with programs and resources designed to help you perform at your best inside and outside of work. Apply today to bring your advisory expertise to a role where your strategic thinking directly shapes the financial success of Citi's most important institutional clients. •Working Environment: office setting, minimal travel required. • Effort: minimal physical effort required. ------------------------------------------------------ Job Family Group: Institutional Sales ------------------------------------------------------ Job Family: Investor Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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