A pilot program that Citibank launched two years ago to help integrate the wealth management and banking business is ready for prime time.
The pilot started with 18 relationship managers who buddied up one-on-one with financial advisors to serve affluent and high-net-work clients in a holistic manner. The original staff of 18 has grown to 220 today and many more are expected to come on board over the next two years, according to Venu Krishnamurthy, the president of Citigold, Citis relationship banking, borrowing and investment offering for wealthy clients.
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