Assistant Vice President - Banking & Wealth Origination

Location: Greater London

## Assistant Vice President - Banking & Wealth Origination Apply remote type:
Hybrid locations:
London United Kingdom time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 16, 2026 (12 days left to apply) job requisition :
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, round tables, 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…