
What's on - MentorHours39 with James Close-Smith
Level39 member exclusive: MentorHours39 with James Close-Smith, Director at Citi Bank
Event details
About James:
James has been a Private Banker at Citi for 13 years and has over 20 years industry experience. Prior to joining Citi Private Bank in 2011, James worked in relationship management, investment management and risk management roles with HSBC Private Bank, Brown Shipley and Deutsche Bank.
James advises a small number of ultra-high net worth individuals and family offices on all aspects of investment and wealth management. He has expertise in working with clients that are international or have a background in finance or technology. He partners closely with Citi’s teams in the US and Asia on global clients who have complex cross-border business or personal interests.
He is a Business Sponsor for the summer and full time Analyst Programs helping to recruit and nurture junior talent within the organisation. James holds a BA (Hons) in Economics and Politics from the University of Exeter, the CFA UK Investment Management Certificate (IMC) and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
About Mentor Hours:
MentorHours are exclusively for Level39 members. These form part of the weekly curriculum offered to our 180 technology businesses who call Level39 home. For more information and link to register for this session, please see the latest member newsletter, or email the team on members@level39.co
About Level39:
Level39 is a melting pot of innovators, investors, industry experts and ambitious entrepreneurs, pioneering change across the sectors that
dictate our experiences in daily life – FinTech, Cyber Security, Data & AI, GreenTech, Life Sciences and more.
Our flexible co-working, private office space and ecosystem activities provide members with access to the environment and growth opportunities they need to develop into world-leading businesses, that have a major financial and social impact.