Description

Role description

About Burgundy Private:

Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients

About the Role:

The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients' needs and risk profile

Key Responsibilities

• Create and execute the plan for acquiring new-to-bank high value customer relationships.
• Leverage networks, partnership and sources of leads and referrals to access prospective clients.
• Interact with internal referral sources to identify prospects and referral opportunities
• Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
• Provide inputs to the product and research team for any new products that the customer requires
• Recommend products & services as per client financial needs and risk profile

Qualifications:

Optimal qualification for success on the job is:

• CA / CFA / Business Management or other relevant Post Graduate degree
• AMFI and IRDA certification

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills

#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"