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