All wealth management services are not created equal. For you to find the one that helps you build your wealth and achieve your financial goals; you should be looking for a program that is flexible and aligned with your lifestyle and ambitions.
From mapping out your wealth management journey to helping you build your wealth to protecting your investments, Citigold offers comprehensive suite of world-class products offer solutions for short term to long term financial goals. The wealth management program provides access to a dedicated wealth manager, complimentary premier credit card, exclusive offers, and great perks like dining discounts and movie tickets.
The Gold relationship
What sets Citigold apart from other programs is the personalized services that are provided by the dedicated wealth management advisors. Think of these advisors as partners who are invested in a long-term partnership with you to help you meet your financial goals.
Citigold relationship managers are supported by a team of experts who provide insights and guidance. This team comprises of a dedicated relationship manager, service relationship manager, an insurance specialist, and a treasury specialist. This team goes the extra mile to draw up wealth plans and investment strategies that help meet your financial goals.
From the beginning, the Citigold team will work with you to understand your insurance needs and offer advice on how you can protect your wealth. The team will also share valuable insights and guidance that will help keep you on track to meet your financial goals; In addition, they will keep you in the loop about new opportunities and treasury products that fit your investment strategy.
With the support of qualified wealth managers, you will get access to offshore centers in Singapore, London, and Jersey, which are equipped to support your investment goals. You will also get access to an investment consultant, insurance specialist, treasury specialist and timely market insights and reports that help you stay one step ahead.