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 Kim Trimmer

As a Wealth Relationship Manager, Kim Trimmer builds strong relationships with clients by earning their trust to develop a deep understanding of their financial goals, needs, and risk tolerance. Through ongoing communication and regular reviews, she provides personalized guidance to help each client navigate their financial journey.

In addition, she takes a holistic approach by connecting clients with Citi’s experienced professionals to address their financial needs and goals in banking, borrowing, insurance and investing.

Throughout her 25 years in financial services, she has acquired the skills, knowledge and experience to provide Citigold clients with a high level of service.

Before joining Citi, Kim spent 18 years as a financial advisor at Affinity Federal Credit Union. Prior to that, she worked as an advisor at Lakeland Bank and Santander Bank. She has Series 7, 63 and 65 securities licenses and a life and health insurance license.

Kim enjoys spending time with her spouse, child, two cats and two dogs. as well as her passion for baking, reading, nature and listening to music.