Burgundy Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and implement investment strategies for HNIs across various asset classes such as equity, fixed income, real estate, etc.
• Ensure timely delivery of services to clients while maintaining a high level of customer satisfaction.

Job Requirements :

• 10-20 years of experience in private banking or wealth management industry.
• Strong understanding of mutual funds, PMS, and other financial products.
• Proven track record in managing HNI client relationships and generating revenue growth.