Your Team of Wealth, Asset & Investment Managers Your Team of Wealth, Asset & Investment Managers Your Team of Wealth, Asset & Investment Managers

Your Team of Wealth & Financial Specialists And Investment Planners

With you throughout your wealth journey.

THE GOLD RELATIONSHIP

Your Wealth Journey Supported by Your Dedicated Team

Our wealth management partnership begins with knowing you and aligning ourselves to your goals. Your dedicated Relationship Manager with a team of Investment Managers, Forex Specialists and Mortgage Specialists will undertake a weekly financial market analysis based on your goals and needs.

Citigold Relationship Manager

Your Citigold Relationship Manager

Your Citigold Relationship Manager works closely with you to understand your unique wealth management goals, and helps you achieve them.

Insurance Specialist

Works with you to understand your insurance needs and guides on how you can protect what matters most.

Citigold Service Relationship Manager

Service Relationship Manager

Partners with your Relationship Manager to ensure you get outstanding service and support, whenever you need it.

Account Representative

Allows you to nominate someone you trust to do your routine banking enquiries.

Citigold Investment Counsellor

Investment Specialist

Regularly reviews your portfolio with you to ensure that Investment holdings are in line with your investment goals and current environment.

Mortgage Specialist

Helps you obtain financing to purchase local properties.