Professional

About Affluent Business-Burgundy Private

Burgundy Private is a private banking platform 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

The role of Managing 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 The role would also

manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually

manage UHNI client relationships

Create and operationalize the plan for acquiring new-to-bank high value customer relationships for self and team

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, ficial and wealth management needs of the mapped customers and team

Provide inputs to the product and research team for any new products that the customer requires

Recommend products & services as per client ficial needs and risk profile

Qualifications

CA / CFA / Business Management or other relevant Post Graduate degree

AMFI & IRDA certification

Role Proficiencies:

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

Knowledge

Knowledge of Ficial markets

Knowledge of Banking & Investment products & services

Abilities

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)