RB - Affluent Business:Partner

Burgundy Private is a distinguished private banking platform dedicated to serving high and ultra-high net-worth individuals. The platform offers personalized wealth management advisory services, including investment advisory based on thorough solutions research, estate planning, real estate, and tax advisory tailored specifically for HNI and ultra-HNI clients. The role focuses on managing ultra-high net-worth individual (UHNI) relationships, including clients, their families, and business entities, delivering wealth management solutions aligned with their unique needs and risk profiles.

Key Responsibilities
- Develop and implement strategies to acquire new-to-bank high-value customer relationships.
- Utilize existing networks, partnerships, and referral sources to identify and engage prospective clients.
- Collaborate with internal referral teams to uncover potential prospects and referral opportunities.
- Assess and address the banking, financial, and wealth management requirements of assigned clients.
- Provide valuable feedback to product and research teams regarding client needs for new product development.
- Recommend appropriate products and services based on thorough understanding of client financial goals and risk tolerance.

Required Qualifications
- Chartered Accountant (CA), Chartered Financial Analyst (CFA), Business Management degree, or other relevant postgraduate qualifications.
- Certifications such as AMFI and IRDA are essential to ensure compliance and industry knowledge.

Role Proficiencies
- Strong understanding of banking products and services relevant to wealth management.
- Proven ability to manage complex client situations with discretion and professionalism.
- Excellent communication skills, both verbal and written, in English and the local language.
- Capacity to work effectively under pressure and meet strict deadlines.
- Outstanding networking and relationship-building capabilities to foster long-term client trust and loyalty.

Burgundy Private is committed to fostering an inclusive work environment and encourages applications from women, LGBTQIA+ individuals, and persons with disabilities of all ages. This role offers the opportunity to work in a dynamic, client-focused setting where personalized service and expert advisory are paramount.

If you are passionate about wealth management and have the expertise to manage sophisticated client portfolios, this position provides a rewarding platform to grow your career while making a meaningful impact on the financial well-being of UHNI clients.