Steven Lo Email & Phone Number

SVP and Advisory Head, Citigold and Citigold Private Client @ Citi

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Steven Lo Location

Hong Kong

Steven Lo Work

2025 - now SVP and Advisory Head, Citigold and Citigold Private Client @ Citi
2024 - 2025 VP, Branch Manager @ Citi
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2021 - 2024 Relationship Managment Team Head @ Citi

2019 - 2021 AVP, Senior International Relationship Manager @ Citi
2014 - 2019 Citigold International Relationship Manager @ Citi
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2013 - 2014 Trainee @ China Construction Bank (Asia)

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Steven Lo Education

University of Pennsylvania
Citi Global Wealth Institute (Excellence in Sales Leadership)
2024 - 2024
University of Pennsylvania
Citi Global Wealth Institute (Advanced Wealth Management Program)
2019 - 2019
University of Pennsylvania
Citi Global Wealth Institute (Maximizing Client Relationships)
2017 - 2017

香港大學
Professional Diploma in Financial Planning
2016 - 2016
香港大學

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Steven Lo Skills

Retail Banking
Wealth Management
Investments

Relationship Management
AML
Insurance
Banking
Finance
Public Speaking
Management

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Steven Lo Summary

Steven Lo, based in Hong Kong, is currently a SVP and Advisory Head, Citigold and Citigold Private Client at 花旗. Steven Lo brings experience from previous roles at 花旗. Steven Lo holds a 2024 - 2024 Citi Global Wealth Institute in Excellence in Sales Leadership @ University of Pennsylvania. With a robust skill set that includes Retail Banking, Wealth Management, Investments, Relationship Management, AML and more. Steven Lo has 3 emails and 1 mobile phone numbers on RocketReach.

Steven Lo Emails

Found 3 emails

Steven Lo Phone Numbers

Found 2 phone numbers

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