RB - Affluent Business:Burgundy Private Service Partner

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 personalized 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 role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients

Key Responsibilities

• Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients

• Handle clients query related to RM’s portfolio in a positive, timely and appropriate manner. The aim is to resolve customer’s query at the first point of contact and minimize referrals to the RM for routine transaction

• Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues