Americas Head of Equity Advisory / Direct to Desk - Director
Core
Lead the Americas Equity Advisory function for Citi Wealth, generating thematic investment ideas, trade recommendations, and client strategy for high-net-worth private banking clients across North America and Latin America.
Role type
Director-level equity advisory leader (Direct to Desk)
Builds
Equity investment narrative, trade ideas, and client-ready content for private wealth clients and internal advisors
Domain
Private Wealth Management / Equity Capital Markets
Required skills
Equity market dynamics, sector analysis, derivatives, thematic investment frameworks, high-net-worth client advisory, public speaking, business development, team leadership
Preferred skills
None stated
Technologies
None stated
Responsibilities
Own and drive the equity investment narrative for Citi Wealth North America and Latin America; Build and grow a direct book of active private banking clients; Partner with Equity Research and the CIO to ensure advisory content is analytically grounded; Lead and manage the Americas Equity Advisory team
Seniority
Director, leadership & hands-on IC