The most successful female leaders are those who are unafraid to take risks and showcase their passion in their life and career.

In this episode, Christine Shaw speaks with Ida Liu, Head of Citi Private Bank North America, as Ida shares the path that led her to her position at Citi. Ida explains how following her passion has helped her to break the glass ceiling, as well as the bamboo ceiling, as a successful Asian-American woman in the financial industry.

In this episode, you will learn:

- Why Ida took the risk to leave financial services early in her career to pursue a role in fashion — and how she has merged the two worlds together
- Why Ida has a diverse group of mentors
- The importance of metrics for actionable progress
- Citi’s commitment to closing the racial equity gap
- How “risky” moves can be the most important moves to make to further your career
- How Ida pursues her passion for helping women succeed outside of the workplace
- And more!

Tune in to learn more about Ida Liu, Head of Citi Private Bank North America!

Resources: InvestmentNews | Christine Shaw | Ida Liu | Citi Private Bank - Diversity

Guest bio:
Ida Liu is the Head of Citi Private Bank North America and a member of the Private Bank Global Leadership Team. Ida has over 20 years of experience in the financial services industry with a proven track record of delivering results, developing and executing strategy and building exceptional teams. Ida leads the Private Banking activities in 25 offices across the United States and Canada and delivers robust global, wealth management solutions to ultra-high net worth and high net worth clients, family offices, global clients and foundations & endowments. Ida and team are focused on deepening and acquiring new client relationships and delivering firm wide Citi solutions. Additionally, Ida sits on the Citi Women Steering Committee, Citi’s global strategy to focus on the advancement of women. Prior to being named Head of North America, Ida was Citi Private Bank’s Global Market Manager for New York, and under her leadership, the New York business experienced double-digit growth year after year.

Prior to being the Global Market Manager for New York, Ida founded Citi Private Bank’s North America Asian Clients Group. She started her career at Citi Private Bank in 2007 by launching and heading the Fashion, Retail and Entertainment Group. Before joining Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank).

In 2020, the American Banker awarded Ida as one of the 25 Most Powerful Women in Finance and Barron’s recognized Ida as one of the 100 Most Influential Women in U.S. Finance. She is also a 2015 Crain’s 40 Under 40, 2014 World Economic Forum Young Global Leader, 2014 Financial Times Top 100 Advisors, 2011 Top 50 Outstanding Asian Americans in Business, 2011 Honoree for the Women’s Venture Fund and 2010 Emerging Leader Award from the National Association of Asian MBAs. Additionally, Ida is a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). She previously served as a Board Member for Wellesley College Alumnae Association, Harvard Kennedy School Women’s Leadership Group, Volunteers of America and as an Advisor to Asia Foundation’s Lotus Circle. Ida is a frequent contributor to Bloomberg TV, MSNBC and has been a featured speaker at many industry events.

Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global Leadership and Public Policy for the 21st Century. She is fluent in Mandarin Chinese, Spanish and conversant in Italian and Russian.

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