Daniel Li
Wealth Relationship Manager

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 investments 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 Wealth team can help with your short- and long-term financial goals, giving you greater peace of mind and financial freedom.

About Daniel Li

With more than 12 years of experience in the financial industry, I bring a deep and comprehensive understanding of investments, global and local markets, and evolving financial landscape. My approach centers on building strong, long-term client relationships and delivering tailored strategies designed to maximize value and uncover meaningful opportunities.

I specialize in navigating complex financial situations that require thoughtful, sophisticated solutions. By combining market insight, analytical rigor, and a client-first mindset, I aim to provide clarity, confidence, and long-term financial success for every individual and family I serve.