Originally Posted by
Dr Jabadski
FWIW, visited a Citi branch couple of weeks ago, met with a VP - Wealth Management/Senior Wealth Advisor, joined part of the time by a banker of some sort. They were both familiar with Chase CPC and the basics of co-branded credit cards.
Discussed possible transfer of assets & (some) cash totaling low 7 figures, they seemed to have little interest in fully self-directed assets.
I asked specifically if a Wealth Management relationship with Citi enhanced approval probability for various Citi co-branded cards, specifically Citi AAdvantage Exec card. They were both clueless as to the answer. The VP promised to research further and get back to me, have not (yet) received any follow-up.
My interpretation of their cluelessness is that the answer to the question is probably “no”.
If the VP is a wealth advisor, they are probably from CPWM and not the banking side. They would most likely be 1) losing interest if you plan to do self-invest, and 2) be clueless about credit cards.
The banker on the other hand should probably know more about if there is any tangible unpublished credit cards benefits of being a Citigild/Private Bank client. In the past few years, our RM has been incredibly helpful about connecting us with credit card side (getting approved when initially denied, getting promised bonus) as well as with the business banking side.