Citigold Private Client - Welcome Offers | Citibank Hong Kong

WELCOME OFFERS

Begin a relationship to enjoy our prestigious welcome offer

Join Citigold Private Client to earn up to HK$68,000 cash rebate.

NEW FUNDS OFFER

New Funds Amount (HK$)	Applicable to “Professional Investor” – Cash rebate (HK$)	Applicable to non “Professional Investor” – Cash rebate (HK$)
≥ $13,000,000	HK$48,000	HK$42,000
≥ $10,000,000	HK$33,000	HK$27,000
≥ $8,000,000	HK$31,000	HK$24,000

For Citigold Private Client Professional Investor only: new clients are required to sign up as a Professional Investor (PI) by completing the PI Declaration Form with the Bank within the first 2 calendar months from account opening

Enjoy up to HK$68,000 cash rebate by joining Citigold Private Client.

Apply Now

PRODUCT BALANCE OFFER

Designated Product Balance (HK$)	Cash Rebate (HK$)
≥ $2,000,000	HK$20,000

EXCLUSIVE WELCOME OFFER

Exclusive Stock and FX Offer for Citigold clients

Earn HK$10,000 cash rebate when you refer your friends to open Citigold Private Client account.

Enjoy up to HK$800 cash rebate when you deposit monthly salary in your account

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Citi Global Wealth Management provides you one stop solution with investment, mortgage and protection plan to build wealth with stability.

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.

Globality and the Next Generation

With a global footprint across major cities around the world, Citi has over 400 research analysts covering 70 regions to provide latest market insights, advice on the macro trends and investment opportunities. With our Global View of Accounts, you can access and manage your local and overseas Citibank accounts simply and securely with a single view.

In addition, we provide one-stop assistance to help with your children’s overseas study needs.

Join a series of digital webinars on overseas education
Free access to Citi | Wharton Global Wealth Institute Online Education Series, Citi’s partner for 6 years, enabling you to nurture the next generation to become entrepreneurs and business leaders by improving their leadership and negotiation skills, creativity and corporate talent.

Advisory Tool

Exclusive to Citigold Private Client, Portfolio 360° Review is our unique wealth management tool. It not only examines how well your portfolio performs under different risk scenarios, but also identifies potential opportunities that fit your needs. Through a better understanding of your portfolio, your Portfolio Counselor provides you with constructive advice derived from our global and institutional research and insights.

The Total Wealth Advisor is our latest goal-based, financial advisory tool which 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.

Product Solution

We offer private-bank-level product solutions, private equity investment, hedge funds and high-yield bonds, and this combination gives you more private banking investment opportunities.

Also, Citigold Private Client has exclusive access to global investment insights written by the Chief Investment Officer from Citi Private Bank to keep you up to date with the latest market trends.

Stock/ FX Offer

Stock Transfer-in Offer

Successfully transfer in a designated amount^# of HK/US/SH/SZ stocks to enjoy the below cash coupon rewards:

Total stock net value	Cash coupon rewards amount
HK$5,000,000 or above	HK$10,000
HK$3,000,000 - < HK$5,000,000	HK$3,000
HK$1,000,000 - < HK$3,000,000	HK$1,000
HK$500,000 - < HK$1,000,000	HK$500

Foreign Exchange Offer

Enjoy 0% spread for every successful FX transactions via Citi Mobile® App within the first 3 calendar months from account opening^*

^#Cash reward amount will be determined by the total stock transfer-in value net of the total stock transfer-out value ("Total Stock Net Value") during the promotion period. The stock value is based on the multiple of the closing stock price on the last trading day of the corresponding successful transfer-in month and number of shares.
^*The exchange rate/pricing indicated in the Citi Mobile^® App for any particular currency pair generally includes all-inclusive profit margin/ spread of Citibank (Hong Kong) Limited (The “Bank”) for the Eligible Transactions. The spread will be charged upfront and subsequently rebated to customer's debit account within 3 months after the Eligible Offer Period. FX trading involves risks and rates may go up or down. Terms and Conditions apply.

Payroll Account Offer

New Citigold clients who deposit their monthly salaries with Citi will enjoy the following cash rebates.

Monthly Salary	Cash Rebate
≥ HK$80,000	HK$800
≥ HK$50,000	HK$500
≥ HK$30,000	HK$300

Existing Customer Upgrade Offers >