Your Team A professional jazz band Your Team

Financial Planning and Wealth Management Team

Journeying together with you.

THE GOLD RELATIONSHIP

Our Wealth Management Journey

Our wealth management partnership begins with understanding you and aligning ourselves to your financial goals. Your dedicated Citigold® Relationship Manager supported by a team of experts provide strategic insights to keep you on track to meet your financial goals.

A dedicated relationship manager helping Citigold clients with financial planning

Your Dedicated Relationship Manager

Your personal wealth management advisor who strives to understand your unique financial goals and helps you achieve them.

Citigold® Associate

Works in tandem with your Relationship Manager to give you outstanding day-to-day banking services and support, whenever you need it.

An investment specialist meeting Citigold

Investment Specialist

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

Insurance Specialist

Understands your insurance needs and offers advice on how you can protect what you value most.

Treasury Specialist helping Citigold clients with their financial planning

Treasury Specialist

Offers tailored advice on market opportunities and treasury products in-line with your investment strategy.

Mortgage Specialist

Helps you finance the ownership of local and overseas properties.

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