Citi | Wharton Global Wealth Institute

Issued by Wharton Executive Education

Holders of this badge have completed a course within the Citi Wharton Global Wealth Institute suite of programs. Programs include Wealth Management Essentials, Maximizing Client Relationships, Wealth Management: Growth Strategies, Excellence in Sales Leadership and Advanced Sales Leadership. They have improved business acumen and gained new leadership, client facing expertise, and a great understanding of Citi strategy. As a result, they've become a better holistic relationship or sales manager.

Type Learning
Level Advanced
Time Years
Cost Paid

Additional Details

Skills

Client Relationship Management
Financial Acumen
Global Financial Strategies
Leadership
Relationship Psychology
Wealth Management

Earning Criteria

Wealth Management Essentials: Establishes a common language around Citi’s relationship-manager role profile and competencies.
Maximizing Client Relationships: Includes in-depth analysis of industry trends, relationship psychology, and global financial strategies.
Wealth Management: Growth Strategies: Deepens understanding of earlier concepts while introducing new ideas to further extend participants’ mastery of relationship building and more complex wealth management topics.
Excellence in Sales Leadership: Arms leaders with the tools to coach their teams in light of ever-changing environments, from lifetime value of the customer, to maintaining an innovative mindset.
Advanced Sales Leadership – Dives deeper into helping RM’s to better understand the customer, build high performing teams, as well as continue to build more sticky and lasting client relationships.
Participants must be employees from the top percentile of Citi’s 3,000 relationship managers and ﬁnancial advisors worldwide.