Citi Plans to Track Private Bankers’ Client Call Frequency: Report (Communities - News & Events)
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Item ID 16007311 in Category: Communities - News & Events
Citi Plans to Track Private Bankers’ Client Call Frequency: Report | |
Citi has initiated a new policy requiring its private bankers to systematically document interactions with clients, aiming to enhance the performance of its struggling wealth management division. According to individuals familiar with the situation, private bankers are now obliged to reach out to clients at least once every 90 days and meticulously record each discussion in call reports. For more details please visit our website: https://hrviews.com/2024/07/17/citi-plans-to-track-private-bankers-client-call-frequency-report/  | |
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| Target State: California Target City : Carlsbad Last Update : Apr 28, 2025 3:14 AM Number of Views: 6 | Item Owner : hrviews Contact Email: (None) Contact Phone: (None) |
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2025-04-29 (0.440 sec)