Citi Branch Network | Investment Centers | Wealth Advisor Opportunities

Untapped Referral
Opportunities

To Deepen Relationships

Our U.S. coverage consists of a branch network and investment centers in six core markets, with significant opportunity to deepen engagement and increase wallet share across segments.

650+

Branches

500+

Wealth Advisors

Average advisor tenure ~12 years

400+

Wealth Relationship Managers

Advisor Teams

210

Client Service Associates

U.S. map indicating the locations of Citi Branches in NY-Tri State, Chicago, Washington DC, Miami, Los Angeles, and San Francisco. The image also shows the locations of Centralized Sales & Services in Jacksonville, Ft. Lauderdale, Tampa Bay, San Antonio, O'Fallon (St. Louis), and Long Island City.

Key Stats

#1 In U.S. For Deposits Per Branch

Citibank ranks #1 in the U.S. for total deposits per branch, with an average of $251 million, 1.6X better than our peers.

3.5 Million Households

We serve 3.5 million households across ~650 branches.

6 Core Markets

In our six core markets, we have a $3 trillion opportunity to increase investment AUMs with our existing clients.

Affluent Client Base

We have a significant client base across our key markets, 380K clients with deposits and investment assets > $200K.

#1 IN U.S. FOR DEPOSITS PER BRANCH: Citibank ranks #1 in the U.S. for total deposits per branch, with an average of $251 million, 1.6X better than our peers.
3.5 MILLION HOUSEHOLDS: We serve 3.5 million households across ~650 branches.
6 CORE MARKETS: In our six core markets, we have a $3 trillion opportunity to increase investment AUMs with our existing clients.
AFFLUENT CLIENT BASE: We have a significant client base across our key markets, 380K clients with deposits and investment assets > $200K.

Infographic showing $3 trillion outside potential assets evenly distributed between Citigold clients, hight potential bank clients, and institutional clients.

The Referral Ecosystem

Each of our Wealth Advisors receives an average of 130 referrals annually with additional referral partnership opportunities across Business Banking and Home Lending colleagues.

Through our Integrated Client Solutions (ICS) team, we also leverage the breadth of Citi's capabilities across institutional and wealth businesses to provide sophisticated clients comprehensive advice through seamless ‘One Citi’ collaboration.

The Best Kept Secret

Kate Luft, Head Of U.S. Retail Banking and Citigold

Hear from Kate Luft on why Citi is the best kept secret in retail banking and wealth in the U.S.

Watch This Video

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Citi Wealth is comprised of several client segments and businesses of Citigroup Inc. (“Citigroup”) providing clients access to a broad array of banking, lending, wealth management products and services available through bank and non-bank affiliates of Citigroup. You can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with investments as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investments through Citigroup Global Markets Inc. (“CGMI”), member SIPC. Citibank and CGMI are affiliated companies under the common control of Citigroup Inc.

Untapped Referral
Opportunities

Key Stats

#1 In U.S. For Deposits Per Branch

3.5 Million Households

6 Core Markets

Affluent Client Base

The Referral Ecosystem

The Best Kept Secret

New Branches In Core Markets

Kate Luft

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