Ida Liu's guest appearances

Ida Liu

American Banker Podcast

BEYOND BARRIERS

Her Success Matters

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Magical things happen when your passions meet purpose and ultimately leads to your profession. When it happens, it sparks curiosity, confidence and motivates you to explore the awe of the unknown. You’re able to tap into your wow factor and create impact for others and for yourself along the way. But, as we all know, it’s much easier said than done and it takes courage to follow your heart and not conform to cultural and societal norms. Meet our guest Ida Liu, who shares her journey of following her passions which took her from the world of finance to fashion and ultimately back to finance with the idea of pitching a fashion, retail, and entertainment practice to Citi, thus bringing her two worlds together. The rest is history.  Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Ida. Highlights: [02:41] Ida’s journey [06:34] Shattering the glass and bamboo ceiling [08:22] Gaining clarity on career path [12:24] Moving forward though fear [15:41] Connecting your passion, strengths &amp; profession [18:29] The importance of community [20:21] Embrace your learning journey [22:17] Mentors and sponsors and why you need both [24:46] Dedicating time to health and wellness [28:50] Staying ahead of the curve [28:54] Work-life integration [30:56] What gets measured gets done [33:14] The importance of setting boundaries [37:43] Ida answers lightning round questions Quotes: “Seeing is believing. We've got to make sure we lift others up. We have to share the lessons that we've learned along the way to help others get to that next level.” – Ida Liu “Never underestimate your network. And never underestimate networking early on.” – Ida Liu “When you're doubting yourself, you’ve got to play to your strengths and show them why you deserve a seat at the table.” - Ida Liu “What gets measured gets done.” - Ida Liu Lightning Round Questions: What book has greatly influenced you? - Think Again by Adam Grant What is your favorite inspiring quote or saying? - “If you want to make everybody happy, don't be a leader, sell ice cream.” What is one word or moniker you would use to describe yourself? - Fantastic listener What is one change you implanted that made your life better? - Meditation What power song would you want playing as you walk out onto a stage? - Cold Heart (Pnau remix) by Elton John and Dua Lipa About Ida Liu: Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Ida created Citi Private Bank’s North America Asian Clients Group, and she started her career at Citi 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). Ida has received many industry accolades including Barron’s 10 Most Influential Women in Wealth Management, Barron’s 100 Most Influential Women in U.S. Finance, Crain’s Notable Women on Wall Street and American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum, a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). Ida serves on the UCLA Health Advisory Board as well as the Asia Society Board.  Ida holds a BA with honors from Wellesley College and an MBA from the Wharton School, University of Pennsylvania. She is fluent in Mandarin Chinese, Spanish and conversant in Russian. Links: LinkedIn: https://www.linkedin.com/in/idaliu/

Magical things happen when your passions meet purpose and ultimately leads to your profession. When it happens, it sparks curiosity, confidence and motivates you to explore the awe of the unknown. You’re able to tap into your wow factor and create impact for others and for yourself along the way. But, as we all know, it’s much easier said than done and it takes courage to follow your heart and not conform to cultural and societal norms. Meet our guest Ida Liu, who shares her journey of following her passions which took her from the world of finance to fashion and ultimately back to finance with the idea of pitching a fashion, retail, and entertainment practice to Citi, thus bringing her two worlds together. The rest is history.  Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Visit <a href="https://www.iambeyondbarriers.com" rel="nofollow" target="_blank">https://www.iambeyondbarriers.com</a> where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Ida. Highlights: [02:41] Ida’s journey [06:34] Shattering the glass and bamboo ceiling [08:22] Gaining clarity on career path [12:24] Moving forward though fear [15:41] Connecting your passion, strengths &amp; profession [18:29] The importance of community [20:21] Embrace your learning journey [22:17] Mentors and sponsors and why you need both [24:46] Dedicating time to health and wellness [28:50] Staying ahead of the curve [28:54] Work-life integration [30:56] What gets measured gets done [33:14] The importance of setting boundaries [37:43] Ida answers lightning round questions Quotes: “Seeing is believing. We've got to make sure we lift others up. We have to share the lessons that we've learned along the way to help others get to that next level.” – Ida Liu “Never underestimate your network. And never underestimate networking early on.” – Ida Liu “When you're doubting yourself, you’ve got to play to your strengths and show them why you deserve a seat at the table.” - Ida Liu “What gets measured gets done.” - Ida Liu Lightning Round Questions: What book has greatly influenced you? - Think Again by Adam Grant What is your favorite inspiring quote or saying? - “If you want to make everybody happy, don't be a leader, sell ice cream.” What is one word or moniker you would use to describe yourself? - Fantastic listener What is one change you implanted that made your life better? - Meditation What power song would you want playing as you walk out onto a stage? - Cold Heart (Pnau remix) by Elton John and Dua Lipa About Ida Liu: Ida Liu is the Global Head of Citi Private Bank and a member of the Citi Global Wealth Leadership team. Ida leads the Private Banking activities in 50 offices across 18 countries and delivers wealth management solutions to ultra-high net worth families and their businesses globally. Before becoming the Global Head, she was the Head of Citi Private Bank North America and held numerous other leadership roles. Ida created Citi Private Bank’s North America Asian Clients Group, and she started her career at Citi 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). Ida has received many industry accolades including Barron’s 10 Most Influential Women in Wealth Management, Barron’s 100 Most Influential Women in U.S. Finance, Crain’s Notable Women on Wall Street and American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum, a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). Ida serves on the UCLA Health Advisory Board as well as the Asia Society Board.  Ida holds a BA with honors from Wellesley College and an MBA from the Wharton School, University of Pennsylvania. She is fluent in Mandarin Chinese, Spanish and conversant in Russian. Links: LinkedIn: <a href="https://www.linkedin.com/in/idaliu/" rel="nofollow" target="_blank">https://www.linkedin.com/in/idaliu/</a>

Episode 202: When Your Passion Meets Profession with Citi’s Ida Liu

The unit as of September had 20% more clients than a year earlier. Liu, who is head of North America for Citi Private Bank, explains the changes she’s made to help her group attract and serve millennials, Gen Z, Asian Americans and families.

The unit as of September had 20% more clients than a year earlier. <a href="https://americanbanker.com/podcast/how-ida-liu-is-bringing-billionaires-to-citis-private-bank" rel="noopener nofollow" target="_blank">Liu</a>, who is head of North America for Citi Private Bank, explains the changes she’s made to help her group attract and serve millennials, Gen Z, Asian Americans and families.

How Ida Liu is bringing billionaires to Citi’s private bank

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 &amp; 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. 

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:  <ul> <li>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</li> <li>Why Ida has a diverse group of mentors</li> <li>The importance of metrics for actionable progress</li> <li>Citi’s commitment to closing the racial equity gap </li> <li>How “risky” moves can be the most important moves to make to further your career</li> <li>How Ida pursues her passion for helping women succeed outside of the workplace</li> <li>And more!</li> </ul> Tune in to learn more about Ida Liu, Head of Citi Private Bank North America! Resources: <a href="https://www.investmentnews.com/" rel="nofollow" target="_blank">InvestmentNews</a> | <a href="https://www.linkedin.com/in/christineashaw/" rel="nofollow" target="_blank">Christine Shaw</a> | <a href="https://www.linkedin.com/in/idaliu/" rel="nofollow" target="_blank">Ida Liu</a> | <a href="https://www.citigroup.com/citi/diversity/" rel="nofollow" target="_blank">Citi Private Bank – Diversity</a> 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 &amp; 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.

Ida Liu, Head of Citi Private Bank North America

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 togetherWhy Ida has a diverse group of mentorsThe importance of metrics for actionable progressCiti’s commitment to closing the racial equity gap How “risky” moves can be the most important moves to make to further your careerHow Ida pursues her passion for helping women succeed outside of the workplaceAnd 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 - DiversityGuest 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 &amp; 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. 

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: <ul><li>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</li><li>Why Ida has a diverse group of mentors</li><li>The importance of metrics for actionable progress</li><li>Citi’s commitment to closing the racial equity gap </li><li>How “risky” moves can be the most important moves to make to further your career</li><li>How Ida pursues her passion for helping women succeed outside of the workplace</li><li>And more!</li></ul>Tune in to learn more about Ida Liu, Head of Citi Private Bank North America!Resources: <a href="https://www.investmentnews.com/" rel="nofollow" target="_blank">InvestmentNews</a> | <a href="https://www.linkedin.com/in/christineashaw/" rel="nofollow" target="_blank">Christine Shaw</a> | <a href="https://www.linkedin.com/in/idaliu/" rel="nofollow" target="_blank">Ida Liu</a> | <a href="https://www.citigroup.com/citi/diversity/" rel="nofollow" target="_blank">Citi Private Bank - Diversity</a>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 &amp; 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.