Jonathan C. Ip
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 Jonathan C. Ip

Jonathan joined Citibank in 2013 after spending five years of his early career at Chase and at Wells Fargo as a Personal Banker. Since 2013, he had been serving as a Personal Banker in the South Bay area in Southern California. Throughout those years, he had built deep personal connections with all the clients in the South Bay and many clients entrust their finances in him and always seeks guidance from Jonathan.

In 2021, Jonathan became registered with FINRA and was promoted to be the Wealth Relationship Manager in the South Bay, and he continues to serve his long-time clients with his knowledge in investments and financial planning. By working alongside a Wealth Advisor, Jonathan is now furthermore deepening his relationships with his clients and bringing even more value add to his conversations regarding financial planning, retirement, investing, business management and overall wealth management and preservation.