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Home>Banking>Citigold Private Client>Team-Based Relationship Management Model |
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You understand the value of expertise. So do we. |
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As a Citigold Private Client, your dedicated senior relationship manager is supported by an experienced group of specialists located on-site - wealth management specialists, insurance specialists, mortgage specialists and business bankers-as well as regional and global teams in areas such as trust services, trade, insurance and investment banking. |
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Through direct discussions with you, our experienced relationship team will gain a thorough understanding of your investment portfolio and financial objectives. This ensures that the advice and recommendations are tailored to your individual portfolio's strategic needs- a mark of our personalised service and dedication. |
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- A senior relationship manager supported by a dedicated team of global and regional specialists
- Expertise from a wide range of specializations including investment, treasury, insurance mortgage and business banking
- Receive personal advice tailored to your individual portfolio strategic needs
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