Wealth Management Manager

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client's goals and risk appetite.

The ideal candidate will have prior branch or frontline experience in wealth management or private banking, with a strong understanding of mutual funds, financial planning, and compliance frameworks.

About Maple Capital Advisors

Maple Capital Advisors ( www.maple-advisors.com ) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management . We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners ( www.pandionpartners.com ).

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution.

Role Overview :

Client Relationship Management

• Build and maintain trusted, long-term relationships with high-net-worth clients, acting as their primary point of contact.
• Understand client goals, financial situations, and risk tolerance to develop tailored wealth strategies.
• Conduct regular meetings and portfolio reviews to ensure client satisfaction and retention.

Financial & Investment Advisory

Business Development & Revenue Growth

Operational Excellence & Compliance

What We're Looking For

Qualifications

Skills Required

Aml, Private Banking, fatca , Mutual Funds, Bonds, Financial Advisory, Ms Office, Equities, Wealth Management, Pe, Pms, Kyc, Insurance, Financial Planning