Description

Role description

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.

About the Role

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.

Key Responsibilities
• 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, financial 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 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 & IRDA certification.

Role Proficiencies:

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

Knowledge
• Knowledge of Financial 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)