Meet Your Team of Experts
With Citigold® Private Client, you will enjoy access to best-in-class wealth advisory at Citi’s largest wealth hub, led by your Senior Relationship Manager and supported by a team of senior specialists. Equipped with digital wealth tools designed to help you plan and manage your portfolio as market conditions change over time, you can work confidently towards your wealth goals.
DEDICATED SENIOR RELATIONSHIP MANAGER
Your current financial position, goals and needs are central to the conversations you have with your dedicated Senior Relationship Manager, who is trained through the Citi | Wharton Global Wealth Institute and has at least 10 years of experience. With Portfolio 360° tool designed exclusively for Citigold Private Client customers, you can now have a holistic multi-asset view of your portfolio and make well-informed decisions conveniently and confidently.
PORTFOLIO COUNSELLOR
Your Portfolio Counsellor partners your Senior Relationship Manager to draw up wealth plans and investment strategies that meet your financial goals. Our Portfolio Counsellors have an average of 17 years of experience and are able to provide insights and advisory backed by Citi’s House views, as well as performing a portfolio review with you to keep your portfolio on track as you work towards your goals.
INSURANCE SPECIALIST
Balancing the complexities of wealth growth and protection against the unforeseen may be challenging but you have the support of an Insurance Specialist who is there to understand your needs and help you explore solutions to safeguard you and your loved ones at any life stage.
