About Burgundy Private

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

AbouttheRole

The role of partner would manage the UHNI relationships of Bank's customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile

Key Responsibilities

Acquire and onboard new Emerging HNI / Burgundy Private clients as per assigned acquisition targets.
fulfilling the banking, financial and wealth management needs of the mapped customers.
Interact with internal referral sources to identify prospects and referral opportunities
Explore, Provide inputs to the product and research team for any new products that the customer requires
Conduct monthly client connects and portfolio reviews as per benchmarks and Recommend products & services as per client financial needs and risk profile

Qualifications

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

Role Proficiencies:

Knowledge of Financial markets
Knowledge of Banking & Investment products & services
Ability to work effectively across functions and demonstrated ability to coach and mentor others
Ability to prioritize and make decisions in a fast-paced environment
Ability to work as a part of team and contribute towards team goals
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to conceptualize and implement competent marketing strategies with a view to penetrate new accounts

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