RB - Affluent Business:Partner

Job Description
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...