Wealth Relationship Manager
- Phone: 888-248-2054
San Diego, CA 92101
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 Citi Personal Wealth Management Financial Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I strive to make a difference in their financial lives by understanding clients’ ever-changing priorities and by making it easy for clients to access Citi resources, benefits, rewards and services.
In addition, I connect clients with Citi’s experienced professionals, who can help address clients' financial needs and goals in banking, borrowing, insurance and investing.
Throughout my tenure in banking, I have acquired the skills, knowledge and experience that now help me address Citigold clients’ complex financial needs, with a high level of service.