- As your personal point of contact for your banking needs, your Relationship Manager provides guidance on how you can make the most of all Citi has to offer1
- Your Citi Personal Wealth Management Financial Advisor provides customized financial planning strategies and guidance on your long- and short-term investment objectives1
- Working together, they act as a full-service team to help manage your day-to-day needs, as well as your goals for tomorrow
- Both your Citigold Relationship Manager and Citi Personal Wealth Management Financial Advisor receive training from The Citi/Wharton Global Wealth Institute, a first-of-its-kind training program for Citigold professionals
Learn more about the background of Citigroup Global Markets Inc. and its registered/licensed professionals.
Introducing The Citigold Concierge12: an exclusive new personal service for Citigold clients. Learn more about how your Citigold Concierge can connect you with 24/7 access to a host of amazing services.