Upgrade to Citigold Private Client

There's more to wealth

Simply upgrade and maintain minimum Average Daily Account Balance to get up to HK$10,200 rewards

Upgrade Now

Your upgrade offer

Basic Upgrade Cash Rebate (HK$)
With account balance of HK$ 8,000,000 or above HK$2,000
Upgrade with New Funds Cash Rebate (HK$)
>= HK$ 1,000,000 HK$3,000
>= HK$ 2,000,000 HK$5,000
>= HK$ 3,000,000 HK$7,200

For the definition of New funds, please click here to learn more.

Portfolio 360 trial offer

Requirement Cash Rebate (HK$)
Received upgrade offer above +
complete Portfolio 360 review trial

Prior reservation is required for portfolio review, the Bank does not accept walk-in appointment. Eligible clients shall submit the appointment form by clicking “Upgrade Now” to enjoy portfolio review once at Citigold Private Client Center.

How to get your reward?


Contact us to arrange an upgrade and/or make appointment for Portfolio 360 review trial^


Upgrade to Citigold Private Client with bringing in new funds to earn up to HK$9,000 rewards upon upgrade* and completion of Portfolio 360 review^


Your upgrade offer and/or portfolio 360 trial offer^ will be credited into your bank account upon fulfilling the daily average balance requirement one month after your upgrade and / or Portfolio 360 review completion

*upgrade month and the following 5 months inclusive
^Portfolio 360 review trial is applicable for selected client only

Upgrade Now


What it means to be a Citigold Private Client

Exclusive Trusted Advice

Led by your dedicated Senior Banker, your multidisciplinary team is skilled in growing your wealth, and prepared to safeguard your assets at all times.

Exclusive Product Solutions

Build your unique investment strategy with our diverse range of growth and protection solutions.

Exclusive Research Powerhouse

With research analysts across the globe, we provide institutional-grade wealth management advice on the latest market trends and opportunities to help you make informed decisions.

Exclusive Privileges & Services

Enjoy a bespoke banking experience with everyday convenience.

What it takes to be a Citigold Private Client >

Refer Your Friends, Earn Your Rewards


Refer your friends to enjoy cash rebate

Sharing can bring you happiness, along with exciting rewards. Successfully refer your friends and relatives to open designated accounts and earn fabulous cash rewards.

Share Now >