THE GOLD RELATIONSHIP
Our Journey Together
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, Asset Managers and Mortgage Specialists will undertake a weekly financial market analysis based on your goals and needs.
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.
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.
Investment Counsellor
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.
