Your Team A professional jazz band Your Team

Financial Planning and Wealth Management Team

With you throughout your wealth journey.


Our Journey Together

Our wealth management partnership begins with knowing you and aligning ourselves to your goals. Your Relationship Manager, as your financial manager, will partner with Investment and Insurance experts from CFSI to provide insights and guidance that will help keep you on track to meet your financial goals.

A dedicated relationship manager helping Citigold  clients with financial planning

Your Dedicated Relationship Manager*

Works closely with you to understand your unique wealth management goals and helps you achieve them.

CFSI Insurance Specialist

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

A Citibank service banker meeting with a Citigold client

Citibank Service Banker

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

A CFSI Investment Specialist helping Citigold clients with their financial planning

CFSI Investment Specialist

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

*who may be from Citibank N.A., Philippine Branch or CFSI

Frequently Asked Questions

What is financial planning and why is it important?

Financial planning refers to the allocation of funds depending on your short-term and long-term financial and life goals. It primarily includes investments, tax planning, and savings through which you can expect potential returns and achieve your financial goals. A financial plan acts as a guide which helps you keep your finances in check and also control your income, expenses, and investments so that you can manage your money and achieve your goals.

What is a personal financial plan?

A personal financial plan is a roadmap through which individuals can manage their finances to achieve their short-term and long-term goals.