About the role
FinEx AI summary
Leads Citi's wealth client servicing function across Citigold, Citi Private and Wealth at Work, setting strategy and business plans. Builds reliable end-to-end processes, aligns capabilities across business lines and oversees servicing teams through subordinate managers. Partners with global and regional heads on change implementation, budgets and financial controls.
Core skills
Client ServicingWealth ManagementBanking OperationsStrategic PlanningProcess ImprovementStakeholder Management