Financial Planning and Wealth Management Team
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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 |
|
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 |
THE GOLD RELATIONSHIP
Our Wealth Management Journey
Our wealth management partnership begins with understanding you and aligning ourselves to your financial goals. Your dedicated Citigold® Relationship Manager supported by a team of experts provide strategic insights to keep you on track to meet your financial goals.
Your Dedicated Relationship Manager
Your personal wealth management advisor who strives to understand your unique financial goals and helps you achieve them.
Citigold® Associate
Works in tandem with your Relationship Manager to give you outstanding day-to-day banking services and support, whenever you need it.
Investment Specialist
Partners with your Relationship Manager to draw up strategic wealth plans and investments that help meet your financial goals.
Insurance Specialist
Understands your insurance needs and offers advice on how you can protect what you value most.
Treasury Specialist
Offers tailored advice on market opportunities and treasury products in-line with your investment strategy.
Mortgage Specialist
Helps you finance the ownership of local and overseas properties.
Apply Now