Welcome offer:
Up to HK$65,300
Cash Rebate
+
Preferential HKD Time Deposit Rates
*Relationship Balance Requirement:
HK$8,000,000 or equivalent
- Portfolio 360° and Equity Recommendation Service to accurately review your total holdings and provide tailored solutions for your portfolio that delivers long-term goals
- Comprehensive, accurate and timely market updates to make informed investment decisions
Welcome offer:
Up to HK$42,100
Cash Rebate
+
Preferential HKD Time Deposit Rates
*Relationship Balance Requirement:
HK$1,500,000 or equivalent
- Portfolio 360° and Equity Recommendation Service to accurately review your total holdings and provide tailored solutions for your portfolio that delivers long-term goals
- Comprehensive, accurate and timely market updates to make informed investment decisions
Trusted Advisory
Your dedicated Relationship Manager has been trained at Citi | Wharton Global Wealth Institute and is backed by a team of specialists (Investment, Insurance, Treasury, Mortgage) to provide you with insights, analysis and investment strategies.
Given a lower ratio of relationship managers to customers than that in the market, you will receive extra dedicated service. You can even schedule a video- conference session with your Relationship Manager and Investment Specialist for a remote portfolio review via Citi Live Chat. They will share market information with you via your screen-sharing function, helping to build your wealth portfolio without meeting in person.
Next Generation
We exclusively tailor Citi NextGen Account to give your children aged 11-17 an early head-start on independent financial management and pave the way for their future.
- Powers your children's independence through an account under your child's name
- Turns on Parental Protection via Citi Mobile® App to set daily limits for debit card purchases or withdrawals
- Provides easy-to-understand financial information to equip children with financial knowledge
- Transfers money from your own account to the child's account, including foreign currency to facilitate their overseas spending when they travel abroad
Advisory Tool
The Citigold Total Wealth Advisor (TWA) is our latest goal-based, financial advisory tool which enables you to set, review and manage all your investment plans in one place. TWA provides a real-time picture of your financial situation and global investments, and analyses how your portfolio value changes over time and the likelihood of achieving your life goals.
Global Advantage
Shop online or spend overseas with your Citigold Debit Mastercard® and pay zero foreign transaction or conversion fees. Plus, lock-in favourable FX rates on multiple currencies. Get access to the latest market insights and webinars, helping you to understand market trends and capture opportunities.
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The above time deposit rate is only applicable to 3 month HKD time deposit.
FX trading involves risks and rates may go up or down.
Investment involves risks. Terms and Conditions apply.