A high level of personal service
An important part of your Relationship Manager’s role is to be your primary source of wealth management advice. Your Relationship Manager will work with you to create a bespoke portfolio strategy, tailored to your financial objectives, available capital, attitude to risk and investment timeframe.
All Citigold Relationship Managers are highly trained and fully qualified wealth managers, specialising in international matters. As a minimum, they hold the Certificate for Financial Advisers and Investment Management Certificate.
Our policy of continual professional development ensures they keep fully up to speed with what is happening in the market
Professionals on hand to help
Your Relationship Manager will coordinate a team of professionals including a personal wealth financial adviser, product experts and other Citi specialists. They are on hand to help you whenever you need them.
The team is here to support you throughout your relationship with Citi and is your key to ensuring you gain access to all the benefits and services Citigold has to offer. You will be given your Relationship Manager’s direct telephone number, so you can talk to them wherever you happen to be in the world.
You can also get in touch with our Citigold Relationship Team who are available day or night through CitiPhone, enabling you to access your services in a way that works for you.
International wealth management
As a fully qualified wealth management expert, your Relationship Manager will advise on the best investments and other wealth products to fit your exact needs. They understand your international lifestyle and will work with you to develop an investment strategy, using our unique wealth management approach.
Your Relationship Manager will ensure you develop a diversified portfolio, with investments spread over a number of different asset classes, to help balance the risk of any product with its potential rewards.
Since our Relationship Managers are all qualified in international investments, you can receive both onshore and offshore wealth management advice.