Your team helps support the lifestyle you enjoy today and the aspirations you have for the
future through personalized, collaborative guidance.
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 Wealth Advisor work together to help ensure a
holistic, integrated approach to your financial goals.
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. What’s more, Relationship Managers and Wealth 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.