Wealth management for executive recruiters & executive recruitment firms

Citi Global Wealth at Work’s Professional Services Group offers executive recruiters flexible and responsive wealth management services, designed around your needs. We offer leading recruiting firms and their high-performing employees a comprehensive suite of financial strategies, designed to  help empower long-term financial success. We can help free up your valuable time, so you can focus on what matters.

Serving high-performing executive recruiters and their firms.

A holistic, high-touch wealth management service for leading recruiting professionals and their firms.

Citi Global Wealth at Work’s Professional Services Group offers a high-touch wealth management service built for high-performing executive recruiters and their firms.

Our specialist team delivers tailored, 24/7 service that leverages our extensive experience to address the unique wealth management challenges of the fast-moving world of recruiting.

Succeeding in your industry requires time and energy to ensure your clients get the best service. This can leave you with little space to optimize your finances. That is why we offer consultants a holistic, comprehensive wealth management service, freeing you up to focus on what matters most.

Our personalized strategies are responsive to your complex financial needs. Whether you’re looking for day-to-day personal banking support or long-term financial planning, Citi Global Wealth at Work has you covered. 

Edward Karan

Global Head of Professional Services Group

Meet our wealth expert

Edward is Global Head of the Professional Services Group providing financial strategies and wealth management guidance to senior professionals at leading consulting, accounting, executive recruiting and other professional services firms.

Prior to his current role, Edward had been the lead Private Banker for this client segment.

Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.

Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. Edward is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds the Chartered Financial Analyst charterholders. 

As a high-performing professional, we understand that balancing the demands of your career with big-picture financial planning is challenging. Whether you’re considering a mortgage, want to diversify your portfolio, or are planning for retirement, it’s hard to find the time and space to focus on your own financial goals.

That’s why Citi Global Wealth at Work’s Professional Services Group is here to give your financial wellness the attention it deserves. We’re here to help improve your financial wellbeing, support your short-and long-term goals, and create a solid foundation for financial success.

Professional recruiters can benefit from our suite of products and services, including investment management, personal banking, trust and estate planning, mortgages, lending, and beyond. We serve you, so you can serve your clients and focus on your career progression.

With experience serving top executive recruiting firms, we have in-depth knowledge of your industry’s challenges. Our team of wealth management specialists work hard to understand your firm’s specific objectives and deliver a responsive, high-touch service. We help you grow by empowering high-performing professionals with comprehensive wealth management services – guiding your employees along their wealth journeys.

By focusing on employee financial wellness, firms can boost productivity and improve employee attraction and retention. Our team is here to support your employees, freeing up their time to focus on your clients. 

Designed for you and your career

Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold.

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank.

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions  | The Sustainable Finance Disclosure Regulation 

To learn about CGMI and Citi Private Advisory and Citi Global Alternatives investment business, as well as our relationship with you, please review our  Form Client Relationship Summary.

© 2016 - 2024 Citigroup Inc. All Rights Reserved.