Your Team of Citigold Wealth Advisors that support you throughout your journey Your Team of Citigold Wealth Advisors that support you throughout your journey Your Team of Citigold Wealth Advisors that support you throughout your journey

Your Wealth Advisory Team

With you throughout your wealth journey.

THE GOLD RELATIONSHIP

Our Journey Together

Our wealth management partnership begins with knowing you and aligning ourselves to your goals. Your dedicated Relationship Manager acts a wealth advisor and is supported by a team of international financial advisors will provide insights and guidance that will help keep you on track to meet your financial ambitions.

 

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Your Citigold Relationship Banker that helps you tailor your portfolio

RELATIONSHIP MANAGERS

Your own investment expert

Citi International Personal Bank recognises that as well as your day-to-day banking needs, growing and protecting your wealth is vital, and you need first-class products and facilities to help you achieve this. Your dedicated relationship managers with qualified international financial advisors, we will assess your finances, goals, attitude to risk and work with you to devise an investment portfolio using our unique approach.
Wealth Manager shaking hand with the client

CITIGOLD RELATIONSHIP SERVICE MANAGERS

Your point of contact for international banking services

Your Citigold Service Relationship Manager represents Citigold’s highest level of service—providing personal attention and proactively helping you make the most of Citigold’s opportunities and benefits.

Citigold Service Relationship Managers will also take time to understand what’s important to you. He or she will provide dedicated service, guidance for your banking needs, and access to the resources of Citi.Together, your Citigold Service Relationship Manager and Relationship Manager will act as a coordinated team of wealth advisors, dedicated to helping you meet your goals.
Global financial advisor helping with multi-currency and forex needs

FX COUNSELLOR

Your International Wealth Advisor

Given the likely global scope of your strategy, your FX Counsellor acts as your international financial advisor and is there to help with all multi-currency and foreign exchange requirements, from specific forex investments to managing your portfolio risk through diversified currency holdings.