Citi
Assistant Vice President - Banking & Wealth Origination
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Assistant Vice President - Banking & Wealth Origination
Assistant Vice President – Wealth & Banking Origination
Supporting Banking, Markets, and Family Office Coverage
The Assistant Vice President (AVP) is a senior, strategic role that bridges Private Banking, Investment Bank Division (IBD), Markets, and Family Office coverage to drive origination, structuring, and execution of tailored solutions for Ultra-High-Net-Worth (UHNW) clients, single/multi-family offices, and high-growth businesses.
The ideal candidate thrives at the intersection of wealth management, capital markets, and advisory, with a proven ability to cultivate relationships, identify wealth-creation events, and deliver integrated client solutions.
About the Role
This role demands deep disciplinary expertise—spanning private banking, family office advisory, investment banking, and structured products—to refine origination techniques and enhance coverage workflows. The AVP will:
- Integrate client-focused solutions across banking products, capital markets, and family office advisory within a defined coverage area.
- Deliver end-to-end origination support, from prospecting and pipeline development to transaction execution and post-close engagement.
- Develop innovative approaches to engagement, ensuring alignment with Citi’s broader Wealth, Banking, and Markets franchise objectives.
Key Responsibilities
Banking & Wealth Origination
- Collaborate cross-functionally: Partner with Private Bankers, IBD coverage, Markets specialists, and product teams (e.g., Investments, Capital Markets, Lending, Trust, Structured Solutions) to design differentiated client solutions.
- Drive origination workflows:
- Prospect and develop the pipeline by identifying wealth-creation events (e.g., IPOs, M&A, sponsor liquidity, secondaries).
- Prepare pitch presentations, relationship reviews, and product proposals tailored to UHNW needs.
- Support new business pitches, RFPs, and strategic client dialogues alongside senior coverage.
- Expand relationships:
- Build internal networks across IBD, Markets, Research, and Wealth to foster introductions.
- Engage externally with intermediaries, advisors, and centres of influence to drive referral flow.
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Family Office Coverage
- Deep dive into family dynamics: Understand each Family Office’s wealth structure, governance, investment mandate, and generational transition plans.
- Serve as client advocate: Deliver the full Citi platform to Family Offices, including:
- Private banking and investment solutions
- Custody, lending, and capital markets access
- Alternatives, philanthropy, and next-gen education
- Create bespoke materials:
- Curate pitchbooks, portfolio reviews, thematic research, and benchmarks for UHNW clients.
- Organize Family Office events, roundtables, and forums in partnership with internal teams.
- Stay abreast of trends: Track industry shifts, competitor activity, and regulations affecting Family Offices.
Marketing, Events & Communications
- Manage events:
- Partner with internal teams to execute Family Office/UHNW client events, thought-leadership forums, and product launches.
- Oversee budgets and invoices for the small events programme.
- Support marketing initiatives:
- Collaborate with global product marketing to refine client outreach strategies.
- Assess campaign performance and financial model efficacy.
Process, Risk & Controls
- Optimize workflows: Identify efficiencies in origination processes, policies, and regulatory compliance.
- Uphold standards:
- Adhere to Citigroup’s compliance, ethical conduct, and risk management policies.
- Escalate control issues transparently while safeguarding clients, assets, and reputation.
Qualifications & Experience
A self-starter with a your entire professional toolkit to Citi’s elite banking ecosystem, demonstrating:
Core Expertise
- Proven experience in Private Banking, Wealth Management, Investment Banking, or Family Office advisory (client-facing roles preferred).
- Hands-on knowledge of:
- Banking products: credit, lending, structured solutions
- Capital markets: equities, fixed income, Private Equity (PE), alternatives
- Wealth tools: portfolios, trust, estate planning, next-gen education
- Family Office acumen: Understanding of governance, multi-generational advice, and asset structuring is critical.
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Technical & Analytical Skills
- Origination & due diligence:
- Ability to identify wealth-creation events and convert them into revenue opportunities.
- Financial modeling and client valuation expertise.
- Collaboration:
- Strong project management and prioritization skills to meet tight deadlines.
- CRM proficiency (e.g., WorkDay) and advanced Excel/PowerPoint for presentations.
- Data platforms: Familiarity with Bloomberg, FactSet, PitchBook is a plus.
Soft Skills
- Discretion & integrity: Handling sensitive client data with absolute confidentiality.
- Commercial mindset: Proactive, results-driven, and driven by client value.
- Communication:
- elar compelling written and verbal arguments.
- Ability to translate complex ideas for executive-level stakeholders.
Education
- Degree or equivalent experience required.
- Preferred: MBA, CFA, CFP, CAIA, or similar professional designations.
Benefits & Perks
Citi London offers a hybrid work model (up to 2 remote days/week) along with a competitive benefits package, including:
- 27+ days paid holiday (extended with tenure)
- Discretionary bonus aligned to performance
- Comprehensive medical insurance options
- Pension plan & Employee Assistance Program
- Paid parental leave policies
- Discounts for employees and dependents
- Unparalleled learning & development resources
Citi is committed to Diversity, Equity & Inclusion, fostering a workplace where employees can bring their authentic selves.
Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or veteran status.
Note on Certification
This role is Certified under the FCA/PRA regime: eligibility will be assessed via interviews, background checks, and reference verifications. Qualities evaluated include honesty, financial prudence, and competence.
Eager to shape the future of Citi’s elite wealth franchise? Apply now to unlock your potential.
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