Director of Origination & Global Family Office

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Job Overview

The candidate is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with focus on EMEA region. Excellent communication and interpersonal skills and ability to develop strong working relationships across functional and geographical lines. The candidate is expected to deliver high impact solutions.  Furthermore, as an internal champion of complex transactions, this role will require working experience / knowledge of Banking, Markets and CPB departments, to connect-the-dots effectively, with a strategic mindset, to optimally get trades executed.

The candidate is expected to be actively engaged in front line client activities, from prospecting to deepening the relationship, from identifying the need of a solution to showcasing our successes on industry panels. Individual will be accountable for significant direct business results that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.

Responsibilities:

• Responsible for driving new introductions and client conversion from the Institutional Divisions (Banking/Markets) to the Wealth division and from the Wealth division to the Institutional Divisions (Banking/Markets) with focus on EMEA region.
• Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions.
• Responsible for maintaining effective controls around privacy information (Wealth) and MNPI (Banking/Markets).  This individual will be a “wall straddler” so effective management of information and knowledge of the information barriers is critical.
• Actively manage, develop and drive cross divisional cooperation.
• Bring a One Citi lens to decision making processes around asks for key clients to deepen relationships and drive better penetration for Citi across multiple divisions.
• Identify business opportunities and address the unique needs of specific client segments. Keep abreast of financial industry developments and current global market conditions.
• Help manage client education, outreach and coordination with respect to market themes and joint events.
• Collaborate with market leadership councils on joint marketing efforts and internal educational programs to ensure broad understanding of the various offerings across the firm.
• Together with the broader team, manage and lead the implementation of new institutional level programs to better enable the delivery of a One Citi perspective on deals, offerings, and an overall approach to client coverage.
• Together with the broader team, coordinate the setup and completion of other bespoke agreements or arrangements to help drive the client franchise.
• Work with management and others on the team globally to ensure that the strategic goals are met.
• Oversee sensitive issues both internally and externally in a client friendly manner, managing expectations throughout.
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure as well as reporting outputs.
• Appropriately assess risk/reward 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders.
• Performance will be based upon business and client growth objectives, and successful partnering with colleagues across the Firm.

Qualifications:

• A good track record of experience in a similar role.
• Ability to collaborate and work as a team
• Strong presentation skills
• Previous experience in client facing roles in Banking/Markets or Wealth (both a plus)
• Problem solving & change management skills
• Ability to think creatively and drive a process that encompasses multiple stakeholders
• Ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets in an dynamic environment for a segment in continuous evolution
• Excellent interpersonal skills and ability to develop strong working relationships across functional and geographical lines

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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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