New York Citi and the Wharton School of the University of Pennsylvania marked the third anniversary of the Citi Wharton Global Wealth Institute this month amid a continued expansion of the first-of-its kind global executive education program for wealth advisors.
Since its launch in October 2015, more than 1,000 Citi Relationship Managers and Financial Advisors have participated in the program. Initially launched in Philadelphia and Beijing, the program has since expanded to Mexico City, San Francisco and Cambridge. This year the Citi Wharton Global Wealth Institute added an exciting new program.
“The Citi Wharton Global Wealth Institute demonstrates Citi’s commitment to both professional development and exceptional client service,” said David Chubak, Citi’s Global Head of Retail Banking and Consumer Lending. “Citigold attracts many of the best Financial Advisors in the industry, and our collaboration with one of the best business schools in the world positions us to continue deepening that talent pool for years to come.”
“When we first announced this program back in 2015, our goal was to create a custom executive training experience that combined our institutional expertise with Citi’s vision for the future of client-manager relationships,” said Wharton School Dean Geoffrey Garrett. “The global scale of this program, and its continued expansion, reflect our commitment to provide the best wealth management education to executives worldwide.”
Over the course of three years and 28 sessions, the Citi Wharton Global Wealth Institute has educated Financial Advisors and Relationship Managers—both on-campus and online—to be able to deliver best in class services to Citi clients worldwide.
Building on this success, in May 2018, Citi and Wharton introduced Excellence in Sales Leadership, a new curriculum and set of courses for the team leaders of Citi Financial Advisors and Relationship Managers.
For Josh Haber, a New York-based Financial Advisor who participated in the Citi Wharton Global Wealth Institute’s inaugural class, the experience gave him a renewed perspective that enabled him to better serve clients. “The Wharton program led me to unpack 20 years of experience at Citi to see how to best serve my clients at a time when automation and technology are changing wealth management at an increasingly rapid pace.”
Timothy Tc Kee, a 10-year Citi veteran Relationship Manager in Singapore who completed the advanced course in December 2016, said the program helped him improve his performance, while exposing him to new ideas and colleagues. “The Citi Wharton Wealth Institute not only enhanced my portfolio analysis skills with high net worth clients, it also helped me gain industry insights and deepen my knowledge in various specialized areas,” Kee said. “It also gave me the opportunity to network with fellow Citi bankers around the globe to learn new and different perspectives that I’ve enjoyed sharing with my colleagues.”
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
As a Citigold client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citigold Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup.
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The Wharton School
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 13,000 annual participants in executive education programs; and a powerful alumni network of 98,000 graduates.