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For Companies Overview Citi\’s Global Family Office Group (GFO) serves single family offices, private investment companies and private holding companies, including family-owned enterprises and foundations, around the world. We offer advisory services based on our experience advising, setting up, structuring, and running such organizations, as well as the expertise of specialists across Citi. Our focus is on sharing knowledge, delivering learning experiences, offering peer-networking opportunities, and providing advice to family principals, family members, and family office executives.The EMEA Head of Family Office Advisory will be a senior leader in the GFO team, driving strategic initiatives to enhance client engagement and monetization, deliver bespoke advisory services, and foster impactful collaborations across the EMEA region. This pivotal role requires a seasoned professional adept at navigating the complex needs of ultra-high-net-worth families and their family offices. Working in close partnership with bankers, regional leadership, the GFO team, the Integrated Client Engagement (ICE) team, and other key functions, this role will be instrumental in expanding client and prospect relationships, driving significant financial contribution, and cementing Citi\\\’s position as an undisputed leader in the family office industry. This executive will also play an active role in developing new approaches and solutions to serve the evolving needs of family offices.
Key Responsibilities
Deepen relationships with clients, drive new client acquisitions, reinforce client retention, increase wallet share, drive revenue and asset growth.
Engage and meet with clients and prospects in the EMEA region (and other regions as needed) to help them better understand their needs and find solutions within the broad Citi franchise and beyond.
Partner with the GFO team, the ICE team, bankers, regional leadership, and other key functions to execute a regional strategy aligned with business goals.
Advice
Cultivate and deepen relationships with key clients and prospects across EMEA (and other regions as needed), expanding Citi\\\’s footprint and influence.
Engage with family office clients and prospects, assess their complex needs, challenges, aspirations and goals.
Provide guidance and advice on a broad spectrum of core issues and best practices, including:
Creation, operation and benchmarking of family offices
Development and professionalization of family offices, including assessing \”build vs. buy\” options
Portfolio construction, optimization and risk mitigation strategies
Sophisticated investment governance models
Family governance, unity and continuity
Next generation preparation and leadership succession planning
Wealth transfer strategies, global mobility and cross border issues
Technology adoption, cybersecurity and privacy
Knowledge & Thought Leadership
Develop cutting-edge content addressing family office needs, including whitepapers, in-depth reports, and case studies, focusing on evergreen issues as well as new trends in family office and family governance best practices.
Develop and deliver thought leadership through compelling educational initiatives, including sharing subject matter expertise, moderating webcasts and roundtables, and designing internal training sessions.
Learning Events & Networking
Design, lead, and participate in exclusive client learning events — including webcasts, roundtables (in-person and virtual), global Family Office Leadership Summits, regional Family Office Executive Forums — by ensuring bespoke content and effective engagement strategies.
Curate, develop and deliver local client events in markets across EMEA, ensuring alignment with regional business objectives.
Explore opportunities for joint programs with accredited educational institutions and other strategic partners.
Cross-Functional Leadership & Partnership
Act as a senior liaison, collaborating strategically with GFO teams, the Integrated Client Engagement team, bankers, Investment Counselors, and regional leadership to integrate Family Office Advisory as a core differentiator in client acquisition and retention.
Embrace a collaborative \”One Citi\” approach, working closely with product and service partners, including to co-create initiatives that engage clients and increase financial contribution.
Mentor and educate bankers and Investment Counselors with targeted educational programs, enhancing their understanding of complex family office needs.
Qualifications
Extensive and demonstrable experience in the family office sector, wealth management, or management consulting, working with family office executives, principals, and family members in an advisory capacity.
Track record of driving incremental revenue and new client acquisition with family offices.
Proven leadership with strategic initiatives and complex client engagements.
Broad and deep expertise in family office best practices, family governance, understanding of wealth management, wealth planning, and investment strategies.
Strategic thinker with a proactive, result-oriented approach, strong problem-solving skills, and the ability to manage complex, multi-faceted projects across diverse regions.
Exceptional written and verbal communication, influential presentation skills, with a track record of effectively engaging senior clients, global stakeholders, and internal leadership teams.
Excellent interpersonal skills and ability to develop strong working relationships across a matrixed organization.
Outstanding understanding of evolving family office needs in the region.
Exceptional knowledge of the EMEA market landscape and connectivity within the family office ecosystem of advisors, service providers and centers of excellence.
Demonstrated understanding of technology solutions, including AI, and their application in family offices.
Ability to work autonomously and lead cross-functional teams in a dynamic, global environment.
Education
Bachelor\\\’s degree in finance, economics, business administration, or a related field is required.
Advanced degree (e.g., MBA, JD, CFA) and/or relevant industry certifications are a plus.
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 discretionary 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.
Job Family Group: Private Client Coverage
Job Family: Family Office
Time Type: Full time
Most Relevant Skills: Please see the requirements listed above.
Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, accessibility at Citi. View Citi\’s EEO Policy Statement and the Know Your Rights poster.
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Contact Detail:
Citi Recruiting Team
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in family office advisory. We want to see how your skills align with the specific needs of the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Expertise: Use your written application to demonstrate your deep understanding of family office best practices and the EMEA market landscape. We’re looking for someone who can articulate complex ideas clearly, so make it engaging and insightful!
Be Authentic: Let your personality shine through in your application. We value authenticity and want to get a sense of who you are beyond your qualifications. Share your passion for the family office sector and what drives you in this field.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Citi
✨Know Your Family Office Stuff
Make sure you brush up on the latest trends and best practices in the family office sector. Understand the complexities of ultra-high-net-worth families and their needs, as this will show your expertise and readiness to engage with clients effectively.
✨Showcase Your Strategic Thinking
Prepare examples that highlight your strategic initiatives and how you've successfully navigated complex client engagements. This role is all about driving revenue and client acquisition, so be ready to discuss your past successes in these areas.
✨Engage with Real Scenarios
Think of specific scenarios where you've provided bespoke advisory services or developed innovative solutions for family offices. Sharing these experiences will demonstrate your problem-solving skills and ability to tailor advice to unique client situations.
✨Network Like a Pro
Since this role involves collaboration across various teams, be prepared to discuss how you've built relationships in previous roles. Highlight your interpersonal skills and how you've worked with different stakeholders to achieve common goals.
