As a Citigold client, you have access to comprehensive banking and wealth management, backed by the power of Citibank for banking and Citi Personal Wealth Management for investment services that fit your lifestyle. You may also enjoy preferred pricing, concierge services, enhanced digital capabilities and global travel perks.
A Wealth Relationship Manager is your personal connection to Citi’s full range of products and services, proactively helping you with everything from everyday banking transactions to offering personalized service. Whether meeting your banking needs directly or working together with a Citi Personal Wealth Management Wealth Advisor, your dedicated Citigold team can help with your short- and long-term financial goals, giving you greater peace of mind and financial freedom.
As a Wealth Relationship Manager, I aim to strengthen client relationships by earning their trust, first and foremost. It is my job to ensure we come to a mutual understanding regarding their wants, needs, and wishes, and provide related value.
In keeping with this, I also connect clients with our in-house experts as needed to provide best-in-class ideas and advice. We aim to cover all of their bases financially, from banking and borrowing, to insurance and investing.
Through my experience in multiple channels of the banking and investment world, I have developed the skills and requisite experience needed to effectively address the needs of the Citigold client base, and look forward to doing the same for you.