Business Development & Management, Director, Integrated Client Solutions

Posted 10 Days Ago
Be an Early Applicant
London, England, GBR
In-Office
Senior level
Fintech • Financial Services
The Role
Lead origination and development of cross‑platform client opportunities across EMEA, focusing on Global Family Offices. Drive referrals between Banking, Markets, and Wealth, support senior stakeholders, coordinate multi‑product solutions, track KPIs, prepare client materials, and help execute strategic initiatives and client events to scale the OneCiti model.
Summary Generated by Built In

The Integrated Client Solutions (ICS) team serves as the connective layer between Citi’s Banking, Markets, and Wealth businesses, driving a coordinated ‘OneCiti’ approach to client coverage and engagement.

The Director will be responsible for originating and developing cross‑platform opportunities across EMEA, with a strong focus on Global Family Office (GFO) relationships, while also supporting strategic execution, coordination, and platform build‑out. This individual will act as a trusted partner to senior bankers and wealth leaders, helping identify, structure, and deliver integrated solutions to complex client situations.

Responsibilities:

Client Origination & Partnership Development

  • Drive cross‑referral origination between Banking, Markets, and Wealth across EMEA

  • Identify and develop Global Family Office (GFO) opportunities, including investment, financing, and advisory needs

  • Build strong relationships with Banking coverage teams, Investment Banking, Corporate Banking, and Markets partners to surface opportunities early

  • Partner with senior stakeholders to position Citi holistically across client relationships, particularly in pre‑liquidity and strategic decision moments

  • Facilitate collaboration between Wealth, Banking, and Markets teams, ensuring consistent messaging and seamless execution

  • Help manage complex client situations requiring multiple products and geographies

  • Support senior leadership in driving adoption of the OneCiti model across EMEA

Business Execution & Strategic Initiatives

  • Support tracking of KPIs, referrals, and revenue outcomes, helping ensure alignment with ICS goals 

  • Prepare briefing materials, presentations, and talking points for internal and client‑facing use

  • Assist in executing key strategic initiatives (e.g., GFO growth, market dashboards, referral processes)

  • Coordinate across stakeholders to ensure timely delivery of initiatives and client outcomes

  • Contribute to improvements in process, reporting, and scalability of ICS activities

  • Support execution of Day at the Firm programs, client events, and targeted engagements

Qualifications:

  • A good track record of experience in Banking, Markets, Wealth, or Business Development

  • Strong understanding of cross‑firm capabilities

  • Demonstrated ability to originate or support complex client opportunities

  • Experience working with or covering Family Offices or UHNW clients preferred

  • Strong communication and stakeholder management skills, with ability to influence across teams

  • Comfort operating in a fast‑paced, global, highly collaborative environment

  • Strong analytical and organizational capabilities with attention to detail

  • Highly collaborative, with a OneCiti mindset

  • Commercially oriented; able to identify and develop new revenue opportunities

  • Structured and execution‑focused, with ability to manage multiple priorities

  • Credible with senior stakeholders while remaining hands‑on and detail‑oriented

  • Education

  • Bachelor's degree/University degree or equivalent experience

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: Business Strategy, Management & Administration

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Job Family:Business Management

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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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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 review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

Skills Required

  • Track record of experience in Banking, Markets, Wealth, or Business Development
  • Strong understanding of cross‑firm capabilities
  • Demonstrated ability to originate or support complex client opportunities
  • Experience working with or covering Family Offices or UHNW clients
  • Strong communication and stakeholder management skills with ability to influence across teams
  • Comfort operating in a fast‑paced, global, highly collaborative environment
  • Strong analytical and organizational capabilities with attention to detail
  • Commercially oriented; able to identify and develop new revenue opportunities
  • Structured and execution‑focused, able to manage multiple priorities
  • Credible with senior stakeholders while remaining hands‑on and detail‑oriented
  • Bachelor's degree/University degree or equivalent experience
  • Role is a Certified Role subject to FCA and PRA Certification Regime (fit and proper assessments, background and credit checks)

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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