Trusted Advisory
Your dedicated Relationship Manager is Wharton-trained (trained through the 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.
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 provide one-stop assistance to help with your children’s overseas study needs:
- Join a series of digital webinars on overseas education and get a free consultation
- Pre-departure account opening in Citi HK for hassle free transfer and withdrawals upon arrival at destination
- Free access to Citi | Wharton Global Wealth Institute Online Education Series, free of charge that helps you nurture the next generation to become entrepreneurs and business leaders, which can and can improve their leadership and negotiation skills, creativity, and corporate talent