Overview
In this role you support the growth and adoption of Citi’s alternative investment solutions across Citi Private Bank and Wealth at Work in EMEA. You collaborate with bankers, investment counselors, and product teams to enable advisors, deliver compelling investment narratives, and manage sales processes. You will analyze complex data, prepare client-facing materials, and contribute to business development and revenue growth within the alternatives platform. This position offers visibility across Citi Wealth and opportunities to shape how alternative investments are presented and adopted across the region.
Pay / Benefits
- hybrid working model (up to 2 days home)
- competitive base salary
- generous holiday allowance
- annual performance-related bonus
- private medical insurance
- pension plan
Responsibilities
- Build and maintain expertise across Private Equity, Private Credit, Real Estate, Infrastructure, and Hedge Funds to support advisor enablement
- Explain complex investment structures and market dynamics to diverse audiences
- Develop and manage a disciplined sales pipeline across Citi Wealth EMEA
- Prepare and support high-impact client meetings with specialists and advisors
- Collaborate with Citi Private Bank and Wealth at Work to drive revenue and AUM growth
- Provide ongoing client servicing support pre- and post-investment for a seamless experience
- Produce and analyze sales, pipeline, fundraising, and asset flow metrics to identify opportunities and inform decisions
- Support launch and marketing of new Alternative Investment offerings, including internal education and client events
- Coordinate with external asset managers on product rollouts, investor communications, and servicing initiatives
- Assist in creating marketing materials, investment presentations, and advisor education content to drive adoption
Key requirements
- 5+ years of investment sales or advisory experience focusing on Alternative Investments
- Experience in Wealth Management or Private Banking
- Knowledge of private markets and alternative investment structures (PE, private credit, real estate, infrastructure, hedge funds)
- Interest in leveraging AI and technology-enabled solutions for analytics and engagement
- Strong ownership, initiative, and ability to manage competing priorities
- Excellent communication and presentation skills; ability to explain sophisticated concepts to a broad audience
- Self-starter with analytical, problem-solving abilities and autonomous work style
- Bachelor’s/University degree, or equivalent experience
- strong communication
- proactive and autonomous work style
- analytical thinking
- AI and technology-enabled analytics
- sales pipeline management
- portfolio discussions and product pitches
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