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

During this time of social distancing, your dedicated Citigold team is available for professional guidance by phone.

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Wealth Relationship Manager

Your Wealth 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 Wealth Advisor work together to help ensure a holistic, integrated approach to your financial goals.

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Citi Personal Wealth Management Wealth Advisor

Your Citi Personal Wealth Management Wealth 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.