Managing Director at Citi Private Bank responsible for UHNW client strategies and team revenue goals. Executing marketing plans and leading client relationship management strategies for high net worth individuals.
Responsibilities
growing the existing client business
acquisition strategy for UHNW target names
driving revenue and be responsible for their entire team’s revenue goals
leading the activities for the team
coaching and guiding team members
developing and implementing marketing and client events
providing ongoing feedback to team members on their performance
anticipating events in a client’s life and business
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