Citi to launch the Citi Wharton Global Wealth Institute in Beijing

Citi partners with The Wharton School of the University of Pennsylvania.

Citi and The Wharton School of the University of Pennsylvania announced the formation of the Citi Wharton Global Wealth Institute to provide Citi’s global advisor community with world-class business and executive training.

The new Institute, part of a new, three-year executive education initiative that will reach the Citigold, Citigold Private Client and Banamex global advisory network, will launch in December on the University of Pennsylvania’s campuses in Philadelphia and Beijing. The participants will comprise Citi’s top-performing Relationship Managers and Financial Advisors. Beginning in 2016, additional sessions will be taught in Latin America and Europe with further locations to be announced. Over the next three years, Citi expects to enroll as many as 500 Relationship Managers and Financial Advisors worldwide through the Institute.

“We are delighted to partner with Citi to create a custom executive education program that is a true investment in Citi’s vision for the future,” said Wharton School Dean Geoffrey Garrett. “The global nature of this program exemplifies our goal to be the best business school for the world.”

“Our collaboration with Wharton reflects an extraordinary learning commitment by Citi that we believe will serve our Relationship Managers, and ultimately our clients, well into the future,” said Jonathan Larsen, Citi Global Head of Retail Banking and Mortgage. “Citigold Private Client and Citigold globally have some of the most talented financial advisors in the industry, and by leveraging the remarkable expertise of one of the finest business schools in the world, we will cultivate and deepen that talent pool for many years to come.”

Led by Christopher Geczy, academic director of the Wharton Wealth Management Initiative, the Citi Wharton Global Wealth Institute’s curriculum will feature world- lass instruction and experiential learning to enhance participants’ business acumen and leadership skills.

“Citi is refining what advisors will look like in the future and expanding the horizon of their role with customers,” said Geczy. “This program will impart supportive knowledge and skills in areas ranging from client service to the deep expertise of technical wealth management and on to leadership, ethics and personal effectiveness, all of which are critical for serving clients broadly at a world-class level.”