Introduction
Citibank’s Citigold program offers a suite of premium wealth management services tailored for clients seeking personalized financial strategies and exclusive banking benefits. Designed for individuals with substantial investable assets, Citigold provides access to dedicated financial professionals, a broad range of investment options, and lifestyle privileges that cater to the unique needs of affluent clients.(Wikipedia)
Eligibility Criteria
To qualify for Citigold, clients must maintain a Combined Average Monthly Balance (CAMB) of $200,000 or more in eligible linked deposit, retirement, and investment accounts. This balance must be achieved within three full calendar months after account opening to retain Citigold status.
Key Features and Benefits
- Dedicated Wealth Team: Citigold clients are supported by a dedicated team, including a Relationship Manager and financial advisors, who provide personalized guidance across banking, lending, and investment needs.
- Comprehensive Financial Planning: Clients receive complimentary financial planning services, encompassing retirement planning, education funding, and estate planning, tailored to individual goals and risk profiles.
- Investment Solutions: Access to a wide array of investment products, including mutual funds, stocks, bonds, and alternative investments, with insights from Citi’s global research and market analysis.
- Preferred Banking Benefits: Citigold clients enjoy waived fees on select banking services, higher transaction limits, and unlimited reimbursement of ATM fees at non-Citi ATMs globally.
- Lifestyle Privileges: Exclusive access to the Citigold Culture Pass, offering complimentary admissions to select museums and cultural institutions, as well as other lifestyle and travel benefits.
Conclusion
Citigold by Citibank presents a holistic approach to wealth management, combining personalized financial services with exclusive banking and lifestyle benefits. For clients seeking a comprehensive and tailored financial experience, Citigold offers the resources and expertise to help manage and grow wealth effectively.
For more information or to explore Citigold services, visit Citigold’s official website.