Burgundy Relationship Manager

Job description

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.