Wealth Management Products
Services suited to your needs
At any stage of your life, our financial management suggestions will help you achieve your goals.
YOUR WEALTH MANAGEMENT JOURNEY BEGINS TODAY
A host of wealth management services that you can access on the go
When you are busy building a career, we understand that it is difficult to prioritize financial planning over everything else. Early financial planning and wealth management will help you tremendously down the road. At your various life stages, we will work with you as a team to build the life you envisioned. A dedicated relationship manager and a team of financial advisors will create a roadmap for your goals with a handpicked selection of short-term and long-term investments to accumulate wealth for your future.
Here are some of my needs:
Wealth Accumulation
Efficient Digital Platform
Updated Advisory and Market Insights
Take the first step towards success
A great variety of bespoke wealth products are available for your journey
Securities Trading
Trade HK stock via our online and mobile platforms with fee waiver for buying HK securities by depositing continuous payroll.
Learn More >Mutual Fund
Invest with flexibility in our wide choice of segments in different markets. Guided by professionals, you can opt for lump sum or monthly investments to achieve your goals.
Learn More >Foreign Exchange Order Watching Services
We buy or sell automatically according to your criteria.
Learn More >Latest Market Insights
Whether it's for long or short term investment, Citibank® Online gives you insights into market opportunities and investment decisions with updated video commentaries, quick access to updated market data, financial news, market analysis and award-winning research commentaries.
Learn More >Citi Prestige Card
Enjoy unforgettable experiences with complimentary access to airport lounges worldwide and Annual Relationship Points that earn extra rewards the longer you stay with Citibank.
Learn More >PLANNING THE FUTURE OF YOUR BUSINESS
Tools to make your business a success
For a passionate entrepreneur, life and business are intertwined in so many ways making financial complexity inevitable. Our tailor-made wealth management services such as CitiBusiness and Financing Facility Solutions will help you synchronize your business and personal goals seamlessly.
With investment strategies customized to your goals and a dedicated team of financial advisors, we are here to simplify your finances so that you can focus on taking your business to new heights.
Here are some of my needs:
Business Finance & Trade Service
Professional Wealth Planning & Advisory
Take the first step towards success
A great variety of bespoke wealth products are available for your journey
Securities Trading
Trade HK stock with no minimum brokerage fee via our convenient online and mobile securities trading platforms.
Learn More >Mutual Funds Service
Be spoilt for choice with more than 900 mutual funds from over 40 world-renowned providers at Citibank, covering a wide range of asset classes, including: bond funds, equity funds and balanced funds, and funds denominated in RMB, etc.
Learn More >CitiBusiness Service
Whether it's for business expansion or for new entrepreneurs, CitiBusiness® offers a variety of financing solutions to enable you to develop your company.
Learn More >CREATE THE FUTURE YOU DESIRE
Strategies to achieve financial security
For life-partners who are starting a family, we are here to sort through the complexities of your personal finance. From building a home to planning your child's education, we offer tailor-made wealth management products and services to establish a financial safety net for your family.
Here are some of my needs:
Stable Wealth Status
Quality Time
Comfortable Living Environment
Children’s Education
Family Protection
Take the first step towards success
A great variety of bespoke wealth products are available for your journey
HIBOR Deposit-Linked Mortgage
Build your dream home with a mortgage rate and mortgage-linked deposit account rate to enjoy privileges.
Learn More >Insurance Plans
We prepare a range of insurance products for all stages of life and provide your family with protection, including education planning, life cover, accident and healthcare protection.
Learn More >Foreign Currency
Provide for your kids' education overseas with a better foreign currency exchange rate.
Learn More >WEALTH MANAGEMENT BEGINS AT HOME
Financial plans for enjoying retirement
From insurance planning to investment services, we bring you an exclusive suite of wealth management products so that you can live the golden years of your life to the fullest and plan the retirement lifestyle you deserve.
Here are some of my needs:
Sustainable Income
Wealth Preservation
Lifestyle and Travel
Take the first step towards success
A great variety of bespoke wealth products are available for your journey
Diversified Investment Services
Choose from a wide range of investment products with different risk levels for your regular income suggestions. By partnering with our specialist advisors, you can perform the investments online. Wealth management has never been so simple.
Learn More >Insurance Plans
We prepare a range of insurance products for all stages of life and provide your family with protection, including retirement planning, accident and healthcare protection.
Learn More >Citi Prestige Card
Enjoy unforgettable experiences with complimentary green fees at 10 selected golf courses in Asia, access to global airport lounges and Annual Relationship Points that earn extra rewards the longer you stay with Citibank.
Learn More >- The minimum transaction amount for the Order Watching Service on Foreign Currency Transactions is US$10,000. The bank may follow market practice and conditions and conduct transactions with the client on any foreign exchange contract in a manner acceptable to the Bank.
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Trusted Advisory to provide you with insights, analysis and investment strategies |
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Advisory tool that enables you to set review and manage all your investment plans in one place |
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Citi NextGen Account tailored for teens aged 11-17 to get an early head-start on independent financial management |
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Global Advantage provides you access to the latest market insights and webinars |
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Welcome offer Terms and Conditions
Product Terms and Conditions ^ Citigold is exclusive for clients who maintain the “Average Daily Combined Balance” HK$ 1,500,000 or above |
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An individual account under the child’s name |
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Global spending with child’s debit card |
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Level up on financial literacy |
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24/7 parental control |
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Trusted Advisory to provide you with insights, analysis and investment strategies |
|
Advisory tool that enables you to set review and manage all your investment plans in one place |
|
Citi NextGen Account tailored for teens aged 11-17 to get an early head-start on independent financial management |
|
Global Advantage provides you access to the latest market insights and webinars |
|
Welcome offer Terms and Conditions
Product Terms and Conditions ^ Citigold is exclusive for clients who maintain the “Average Daily Combined Balance” HK$ 1,500,000 or above |
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Apply to get the upgraded welcome
offer of 720,000 Points
(equivalent to HK$3,512 Cash Rebate)
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Citi Prestige Concierge |
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Complimentary 4th night at any hotel |
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Complimentary global airport lounge access |
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Local spending HK$6 = 1 Mile; Overseas Spending HK$4 = 1 Mile |
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Up to extra 30% Annual Relationship Points |
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Complimentary travel insurance and much more |
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Annual fee of HK$3,800 |
Apply to get the welcome offer of
HK$1,600 Cash Rebate
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Overseas spending as low as HK$3=1 mile |
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No handling fee for mileage redemption |
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Points will never expire |
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Complimentary access to worldwide airport lounge |
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Purchase protection insurance |
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Free Travel Insurance |
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First year annual fee waiver |
Apply to get the welcome offer of
HK$1,600 Cash Rebate
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Earn 3X points for QuickPass Transactions |
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Offset spending anytime with Citi Pay with Points |
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Points that never expire |
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First year annual fee waiver |
Apply Now