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Does cold-calling qualified leads--High Net Worth individuals--work in Private Banking?
Hi Folks, Conducting some research on cold-calling/outreach and would sincerely welcome your feedback. Simple question: Does cold-calling work in Private Banking , specifically calling on individuals with $20+ million in liquid net worth that you have QUALIFIED and KNOW they have this level...
Does cold-calling (targeted fit prospects) work in Private Banking?
Hi Monkeys, Does cold-calling work in Private Banking, specifically calling on individuals with $20+ million in net worth? How many of you have actually been successful using cold outreach as one of your primary sources of new business? Some say they live by it while others say it does not work....
PWM full time 2022
Hi does anyone have any experience with first round interview or hirevue for JPM or Citi Private Bank? Any advice on how to prep or what I should expect in the interview?
Citibank Private Banking Superday
Has anyone done/ heard about the Citibank private banking analyst position? I have a superday coming up, and there are 3 interviews (leadership, experience and technicals). If anyone has done this superday before / know about some knowledge about this, I would appreciate it greatly! Thank you in...
Citi Private Banking Analyst (FULL TIME) Superday...
Hi! I just found out I got selected for Citi's Private Banking Analyst Superday (full time). I am curious about the following: What differentiates Citi Private Bank from other firms? How do you best prepare for the Superday? What are the types of technical questions are asked to prospective Private...
Citi Private Bank FT First Round Interview
Was recently notified that I have a first round interview with Citi Private Bank. What questions should I expect? What comes next in the recruiting process?
Advice: Bank of America Corporate Banking or Citi Private Banking
I am currently interviewing for both a summer analyst position for Citi's Private Bank and Bank of America's Corporate Bank for positions in New York. I am a sophomore from a non-target school with a 3.8 GPA and got into these programs through their sophomore events. What are your guy's thoughts on...
Citi Private Bank SA Superday
Does anyone have information as to what it will entail, questions asked, etc? Time Frame allows for 3 hours (9-12). NY Office
Cover Letter / Interview Advice
Hoping someone can provide some insight on Private Banking analysts and what their normal day looks like, specifically at Citi . Also, is there any interview info or tips anyone could provide? To those of you out there at Citi, anything special you guys had in your cover letter or resume that you...
Private Bank Summer Analyst Pay?
I've been trying to do some research on pay for summer analysts at Private Banks ( JP Morgan , Citi , Goldman, Morgan Stanley , BAML ). There's a lot of information on investment banking summer analyst compensation, but no much for the private banks (if there is a difference at all). Would...
Citi Private Bank Information
I have been trying to research Citi Private Bank, but there really isn't a lot of information online. I have an offer from Citi Private Bank and was looking to hear what people had to say about them. I was wondering if anyone had any experience/insight on Citi Private Bank - would really appreciate...
Chances for a top MBA from Private Bank/PWM
Hi everyone. I was wondering if anyone could provide some insight into whether one could get into a top MBA program out of Citi's Private Banking Analyst program. It's a 2-year rotational program after which you're matched with a team (I believe this could be on the client side, investment side,...
Which Summer Internship to take
Sophomore Semi-target in the South. I am really interested in PB and I was curious as to which of these internships will set me up best for next summer's recruiting. I can choose b/w 1) a really laid back Summer Analyst spot at Boutique IBD where I will touch some M&A and S&T if I want 2) A F500...
Moody's Structured Finance Analyst vs Citi Private Bank Analyst
The Moody's role is an entry-level analyst position, which involving working in a team that rates a particular structured finance product (I won't know until months after I accept which group I would be in). The Citi Private Banking role is a 2-year rotational program that has six-month rotations in...
Citi Private Banking interview
Hey guys, I have a final round interview with Citi's private bank in a couple days. It consists of three half-hour interviews. During the first round phone interview, I was asked a mix of resume-related questions (describing my background, experience, etc.) and technical questions, related to risk...
PWM/Private Bank industry lowdown- who has it?
I'm looking for anyone with experience either personally or through connections to give a run through of some of the top PWM firms (Goldman, ML, JPMorgan, MS, Deutsche, UBS, Credit Suisse, Citi, any others I forgot). Specifically I want to know how their teams are set up (how many analysts,...
Has anyone heard of Citi Private Banking's Law Firm Group?
I was recently called in for an interview with Citi Private Banking's Law Firm Group. It is an entry level Business Analyst position. I was wondering if anyone has any experience or knows anyone who has worked in the law firm group at Citi. I want to be prepared for the interview, and would...
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