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