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: Optimal 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"