As a client in the Citigold tier, 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 Ivan Zaw

As a Wealth Relationship Manager, my role is to be a trusted resource in helping you make informed financial decisions and ensuring all the pieces of your financial life are working together as effectively as possible.

My team and I bring decades of experience in investment management, planning, and financial consulting. We help clients navigate important decisions around investing, liquidity, lending, retirement, and legacy planning.

Ultimately, our goal is to provide objective guidance and proactive ideas so that you can feel confident you're making the most of what you've worked hard to build.