About the role
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:
Preferred 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'