Citigold private client
SALES AID

THE ASK

Craft two pieces:

• A booklet that Wealth Advisors can use to showcase the top benefits of being a Citigold Private Client. It also acts as a takeaway if the prospect does not sign up at the moment.

• A folder for those who do sign up for Citigold Private Client on the spot. This folder needs to hold the aforementioned booklet, business cards of the Wealth Advisor and the Relationship Manager, temporary debit card, and any other loose documents.

THE BOOKLET

Design wise, gold foil stamp is to be used in the copy indicated in yellow.

THE FOLDER

For the outside of the folder, the headline “Welcome to a wealth of opportunity” would be printed over the brown background using a UV varnish. To give it contrast, all areas in brown (except the brand bar) would have a soft-touch varnish applied onto it.

The folder has a magnetic flap that holds the cover shut. When opened, the Relationship Manager can slip the booklet into a pre-cut slot, keeping it together with the business cards, temporary debit card, and any supplemental documents.

Credits: Hsueh Yu (Creative Director), Harry Werner (Art Director), Sean Conejos (Senior Copywriter)