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Wealth Management

Wealth management

The wealth management feature gives you access to financial advisory services digitally. With just a few simple steps on our app, you can create a personalised strategy to manage your wealth. All you need to do is share a few details, and our team will schedule a consultation to discuss your financial goals.

Start your wealth management journey

Step 1 of 7

From the Hub screen, scroll to the Investment section

Tap on “Manage Wealth” to be directed to the introductory screen.

Step 2 of 7

Tap on “Continue”

You’ll be directed to see what this feature offers.

Step 3 of 7

Tap on “Build an investment plan”

You’ll be directed to the first section to provide your contact and personal details.

Step 4 of 7

Fill in your contact and personal details, then tap on “Continue”

You’ll be directed to enter your current financial details.

Step 5 of 7

Fill in details about your salary and other income sources (e.g., rental income, investments, bonuses)

You’ll be directed to a questionnaire to complete your risk profile.

Step 6 of 7

Answer a set of questions to assess your risk tolerance

This step is important because it helps us recommend investments that best fit your profile.

Step 7 of 7

And you’re all set!

A representative from the wealth management team will review your profile and contact you within 3–5 business days to schedule your first consultation and start the wealth management process.

Read the FAQ’s

What is the wealth management feature?

This feature is designed to gather your personal and financial details (such as your income, risk profile, and goals), so our wealth management team can create a personalised plan tailored to you.

What kind of information is required in the in-app form?

We ask for standard personal details, a financial overview including your basic salary and other income sources (such as investments or rental income), and a short risk profile.

How long does the in-app form take?

The digital application is simple and usually takes just a few minutes to complete, as long as you have your financial details ready.

After I submit the form, when can I expect to be contacted?

A representative from the wealth management team will review your profile and contact you within 3-5 business days to schedule your first consultation and start the wealth management process.

Who is the representative who will contact me?

A qualified representative from the wealth management team will review your profile and contact you within 3-5 business days to schedule your first consultation and start the wealth management process.

Is the personal and financial information I submit safe?

Yes. All information you submit through the in-app form is transmitted and stored securely in line with the bank’s strict data protection standards. It’s only used to support your wealth management consultations.

Published:

30 October 2025

Manage your money anywhere, with secure mobile banking. Simply enter your mobile number and we’ll text you a download link so you can get it from the app store.

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