Executive Director - Wealth Advisory Job Description: Ginger Partner is seeking an accomplished Executive Director to lead and expand its wealth advisory practice in Bangalore. The role focuses on managing relationships with high-net-worth individuals, professionals, and entrepreneurs, delivering personalized investment advice-especially in equities-and comprehensive wealth management solutions tailored to client goals. Key Responsibilities: - Build and maintain strong client relationships, acting as the primary financial advisor. - Lead business development, networking, and client acquisition initiatives. - Analyze and monitor client investment portfolios, assess risk, and maximize client objectives. - Collaborate with advisory, product, and research teams to provide optimal investment solutions. - Identify cross-selling opportunities in areas like philanthropy, succession planning, and family governance. - Stay abreast of industry trends and participate in strategic projects. Required Skills & Attributes: - Proven ability to develop and sustain relationships with senior clients and decision-makers. - Demonstrated excellence in servicing high-net-worth clients and achieving business growth targets. - Deep knowledge of investment products (especially equities), market dynamics, and risk management. - Strong analytical, communication, and interpersonal skills. - Outgoing, self-motivated, and adaptable to a dynamic industry environment. Qualifications: - Bachelor's degree in Finance, Economics, Business Administration, or related field (Master's/CFA/CFP preferred). - 20-25 years of relevant experience in wealth management, with a focus on equity advisory and high-net-worth clients. - Familiarity with Indian tax laws and wealth planning strategies is highly desirable.

Bangalore

Executive Director - Wealth Advisory 

Job Description for Executive Director - Wealth Advisory  in ginger partners in  Bangalore for (17-27) years of experience. Apply Now!