Dedicated Wealth Managers and Investment Managers
Your own investment expert
Wouldn't it be great if your bank knew you by name, understood your background as well as your finances – and spoke your language?
At Citi International Personal Bank we do. Our Relationship Managers go the extra mile to make your experience with us an excellent one. They are fully qualified investment managers of course, but they also share your culture, and can relate to your financial needs and goals.
Please note: If you are an existing client, and would like to contact your Relationship Manager, see our contact us page for contact details.
Who are they?
When you join us you are allocated a dedicated Relationship Manager. Like our clients they come from all over the world and are all expert investment managers:
- They speak a large range of languages including English, Russian, Arabic, Turkish, Spanish, Greek, Hungarian, Romanian and Hebrew, so you can discuss your financial strategy in your own language.
- They come from all over the world and we try to match you with a Relationship Manager that shares your culture and background, who is better placed to help you meet your goals.
- They are fully qualified wealth managers, specialising in international matters. As a minimum, all of our Relationship Managers hold the Certificate for Financial Advisers and Investment Management Certificate, and our policy of continual professional development ensures they keep up-to-date with what is happening in the market.
Meet our expert wealth managers
Let Citi International Personal Bank give you the advantage
| Multi-lingual services | Interested in joining us? |
How can they help?
As fully qualified wealth managers, our Relationship Managers advise on the best investments and other wealth products to fit your exact needs. They will assess your finances, goals and attitude to risk and work with you to devise an offshore investment portfolio using our unique Citi wealth management approach.
They are available via phone, email and fax during UK working hours, and work with a team of support staff who will ensure all of your day-to-day banking queries are dealt with quickly, helping you arrange a Time Deposit, buy or sell International Brokerage or make global money transfers for example. Or you can perform a wide range of your banking and wealth management functions online, at your convenience. Login to Citibank Online to take advantage of this convenience.
Your Relationship Manager can give you full and unbiased investment advice and they are experts in international wealth management. Plus they usually fly out to your home country a few times a year, so you may be able to arrange to meet them face-to-face.
For a typical example of how our Relationship Managers help our clients, see Davidov's story, in our case study section.
Minimum relationship balance
Citi International Personal Bank is constantly striving to meet your offshore and international banking and investment needs.
In return for maintaining our minimum balance of US$200,000 (or currency equivalent) we offer you access to a wealth of products, services and a dedicated Relationship Manager.
Find out more about our fees and charges on the fees and important documents page.
Let Citi International Personal Bank give you the advantage
| Multi-lingual services | Interested in joining us? |
