Your team helps support the lifestyle you enjoy today and the aspirations you have for the future through personalized, collaborative guidance.

Citigold Relationship
Manager

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.

Citi Personal Wealth Management Financial Advisor

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.