Burgundy Relationship Manager

About This Role

This role involves managing a portfolio of high-net-worth and ultra-high-net-worth individuals, offering personalized wealth management solutions. It focuses on expanding the client base through new business development and strengthening existing client relationships to promote cross-selling of various banking products.

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

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