Burgundy Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop strong relationships with existing clients to increase cross-selling potential for various banking products such as investment banking, private banking, and wealth management services.
• Collaborate with internal teams to deliver tailored financial planning advice to clients.

Job Requirements :

• 3-20 years of experience in HNI sales or related fields like preferred banking, premier banking, or private banking.
• Strong understanding of financial markets, investments, insurance products, mutual funds, pension plans etc. .
• Excellent communication skills with ability to build rapport quickly over phone calls/meetings.