Your Team Your Team Your Team

Your Team

With you throughout your wealth journey.

THE GOLD RELATIONSHIP

Our Journey Together

Supported by a team of financial experts to provide insights and guidance that will help keep you on track to meet your wealth goals.

CitigoldTM Relationship Manager

Dedicated Relationship Manager (RM)

Works closely with you to understand your unique wealth management goals, and helps you achieve them.

Retain Same

Investment Consultant (IC)

Partners with your Relationship Manager to draw up wealth plans and investment strategies that help meet your financial goals.