Throughout your CIB Wealth journey, you will have access to a team of dedicated Wealth Relationship and Service Managers to guide you and provide the assistance and support you need with best-in-class financial advice to help you achieve your financial goals.
Each of our Wealth Relationship Managers works with a limited number of clients to provide you with a personalized service whenever you need it. Wealth Managers focus on having an in-depth understanding of your financial situation and work closely with you to develop a customized financial plan based on your current needs and future goals. They will help you organize your finances to make sure you meet your obligations and grow your worth.
At CIB, we hold our Wealth Managers to the highest standards of excellence and integrity in their work. To maintain the highest qualifications, we constantly provide our Wealth Managers with opportunities for professional development. CIB Wealth has developed an internal training academy to familiarize team members to our high standards. Our Wealth Managers also receive training and certification from the top international investment institutions.
Financial Health Check Service - Your Wealth Building Plan
As we continuously work to provide exceptional and personalized service, our team has been trained to administer a Financial Health Check. This is a questionnaire to help us understand your financial situation and provide you with the optimum bundle of investment and borrowing products while maintaining the highest standards of financial expertise.
When you are a CIB Wealth customer, we don't just manage your money, we help make the life you want a reality. That is why we regularly administer a Health Financial Check, to tailor our products, services, and advice to help you realize your financial goals.
Contact your Wealth Relationship Manager to learn more about how a Financial Quality Check can help you plan the life you want today. We will advise you on:
Long-term and short-term investments products
Optimum bundle of products according to your needs
Updates on products you are interested in
The best borrowing product to serve your needs
Portfolio diversification
