- Type Validation
Prospecting for Affluent and High-Net-Worth Clients
Issued by
Wharton Online
Earners of this badge have developed the key skills needed to retain existing clients as well as to secure relationships with prospective high-net-worth clients. They have learned about the importance of Citi’s customer-centric approach in establishing lifetime value for clients. They have examined critical thinking concepts to enhance decision making processes as part of an initiative to improve strategic execution within the organization.
- Type Validation
Earning Criteria
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To earn this credential, participants must attend must complete all assignments with a passing grade within the Prospecting for Affluent and High-Net-Worth Clients.