Assistant Vice President - Banking & Wealth Origination

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Job Overview

The Assistant Vice President is a seasoned professional role supporting Banking, Markets and Wealth origination activities alongside Family Office coverage. The successful candidate will partner closely with Private Bankers, Investment Banking Division (IBD) and Markets coverage teams, and product specialists to support the team in origination, structuring, and executing of solutions for Ultra-High-Net-Worth (UHNW) clients, single and multi-family offices, principals, and their operating businesses.

The role applies in-depth disciplinary knowledge across private banking, wealth management, investment banking and markets, contributing to the development of new origination techniques and the continuous improvement of coverage processes and workflows. It integrates subject matter expertise across banking products, capital markets, and family office advisory within a defined coverage area, requiring a deep understanding of how these areas collectively integrate within the sub-function and contribute to the broader Wealth and Banking/MARKETS franchise objectives. Strong analytical skills as well as communication skills are required

Key Responsibilities

Banking & Wealth Origination

• Partner with Private Bankers, Wealth Advisors, IBD coverage bankers, Markets and all product partners (Investments, Capital Markets, Lending, Trust, Structured Solutions, FX) to deliver a differentiated origination and client experience across the full banking and wealth product suite.
• Support end-to-end origination activities including prospecting, pipeline development, pitch preparation, financial and wealth analysis, proposal development, and transaction execution.
• Conduct business development initiatives on a self-start basis for both Citi Private Bank and the IBD–Citi Private Bank partnership, identifying wealth-creation events (IPOs, M&A, sponsor liquidity events, secondaries) and converting them into actionable client opportunities.
• Prepare and coordinate prospect presentations, relationship reviews, and product pitches, working with product specialists to tailor solutions to client-specific needs.
• Provide support to Private Bankers and senior coverage officers for new business pitches, RFPs, and strategic client dialogues.
• Develop a network of contacts internally (across IBD, Markets, Research, Wealth) and externally (intermediaries, advisors, centres of influence) to cultivate business introductions and referral flow.

Family Office Coverage

• Support the coverage of Single Family Offices (SFOs), Multi-Family Offices (MFOs), and Family Office principals, developing an understanding of each family's wealth structure, governance, investment mandate, and generational objectives.
• Assist in delivering the full Citi platform to Family Office clients — including private banking, investment solutions, custody, capital markets access, lending, direct investments/co-investments, alternatives, philanthropy, and next-generation programming.
• Prepare bespoke Family Office materials including institutional-quality pitchbooks, portfolio reviews, market updates, thematic research summaries, and peer benchmarking analyses.
• Coordinate Family Office events, roundtables, and educational forums in partnership with the coverage team and internal events management team.
• Track and analyze Family Office industry trends, competitor activity, and regulatory developments relevant to the segment.

Marketing, Events & Communications

• Take responsibility for events management in partnership with the internal events management team, including Family Office and UHNW client events, thought-leadership forums, and product launches.
• Manage, monitor, and report on budgets and invoices pertaining to the small events programme.
• Support marketing communication materials in partnership with global marketing and product marketing teams; monitor the effectiveness of campaigns and client outreach initiatives.

Process, Risk & Controls

• Monitor and adapt to changes in business processes, policies, and the regulatory environment.
• Identify opportunities to streamline internal processes and origination workflows to improve efficiency and the client experience.
• Maintain a continuous learning program through internal courses and relevant external certifications.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Qualifications

• A good track record of relevant experience in Private Banking, Wealth Management, Investment Banking, Family Office advisory, or a closely related client-facing financial services role.
• Demonstrated knowledge of banking, markets and wealth products, platforms, tools, and capabilities — including credit and lending, investments, capital markets, trust and estate solutions, and alternatives. Familiarity with Family Office structures, governance models, and multi-generational wealth planning is strongly preferred.
• Exposure to investment banking origination and the ability to identify and articulate wealth-creation events and cross-franchise opportunities between IBD and Private Bank.
• Proactive, driven, commercially minded self-starter with strong analytical and financial modeling skills.
• Project management skills: highly organized and efficient; ability to effectively prioritize competing demands and adhere to time-sensitive daily deadlines is critical.
• Strong written and verbal communication skills;
• Advanced proficiency in PowerPoint, Excel, and CRM tools; familiarity with financial data platforms (e.g., Bloomberg, FactSet, PitchBook) is preferred.
• Sound judgment, discretion, and the highest standards of integrity when handling sensitive client and family information.

Education

• Bachelor's / University degree or equivalent experience required.
• MBA, CFA, CFP, CAIA, or equivalent professional qualification is preferred but not required.

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• · Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• · A discretional annual performance related bonus
• · Private medical insurance packages to suit your personal circumstances
• · Employee Assistance Program
• · Pension Plan
• · Paid Parental Leave
• · Special discounts for employees, family, and friends
• · Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. 

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.  

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.  

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: 

• Honesty, integrity and reputation 

• Financial soundness 

• Competence and capability 

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. 

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check

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Job Family Group:

Private Client Coverage

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Job Family:

Private Client Business Development

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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