Your Citigold Relationship Manager is your point person to help you make the most of your Citigold relationship. They
can help with personal and business banking needs, and bring in Citi professionals for mortgages and other lending
services. Your Relationship Manager and Citi Personal Wealth Management Financial Advisor work together to help ensure a
holistic, integrated approach to your financial goals.
Your Citi Personal Wealth Management Financial Advisor provides customized financial planning strategies and
investing guidance. Backed by a world-class investment platform and research from hundreds of global analysts,
they can help you meet your short and long-term goals. What’s more, Citigold Relationship Managers and Citi
Personal Wealth Management Financial Advisors are trained through the Citi Wharton Global Wealth Institute.
Your dedicated team can bring in additional professionals to help you with a variety of specific
financial goals, from home buying to estate planning.