RB - Affluent Business:Managing Partner - Burgundy Private

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

What you'll do

• 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

What you need

• 15–20 yrs of experience
• CFA
• Wealth management
• Chartered Accountant or CFA