Wealth Management Manager
Maple Capital AdvisorsNew Delhi, Republic Of India, IN1 day ago
Job descriptionDevelop personalized financial and investment plans covering asset allocation, retirement, tax, and estate planning. Recommend suitable products across equities, bonds, mutual funds, alternates (PMS, AIFs, PE), and insurance. Monitor and rebalance client portfolios periodically to reflect market conditions and evolving client objectives. Stay updated on market trends, regulatory developments, and emerging financial products to provide informed advice. Identify and pursue new business opportunities through referrals, networking, and client expansion. Contribute to SIP book development and firm-level revenue growth targets. Demonstrate proactive engagement in client acquisition, upselling, and cross-selling wealth management solutions. Ensure all investment recommendations and client transactions comply with regulatory and internal standards (KYC, FATCA, AML, etc.). Maintain meticulous records, documentation, and reporting as per firm protocols. Collaborate with internal teams and external experts (legal, tax, estate planning) to deliver integrated wealth solutions. Promote digital adoption for client servicing, portfolio monitoring, and performance tracking. 3+ years of relevant experience in Wealth Management, Private Banking, or Financial Advisory. Proven success in managing HNI client portfolios and delivering goal-based investment solutions. Strong understanding of financial planning, portfolio management, and investment products. Excellent communication, interpersonal, and relationship management skills. Analytical mindset with strategic thinking and business development capability. Sound knowledge of Indian tax laws, regulatory norms, and compliance frameworks. Client-centric approach, high integrity, and ability to thrive in a fast-paced, entrepreneurial setup. Bachelor’s degree in Finance, Economics, Commerce, or related fields. Preferred qualifications : MBA, CFA, CFP, or CWM. Strong academic record and long-term interest in the wealth management domain. Proficiency in financial planning tools, portfolio management software, and MS Office. Based in Delhi / NCR (preferred).
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
Create a job alert for this search
Manager Wealth • New Delhi, Republic Of India, IN
Related jobs
- Promoted
Wealth Manager (Hiring For Motilal Oswal Wealth Management )
KG Engineering & ConsultancyRepublic Of India, IN Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of.
Motilal Oswal Financial Services (MOFSL).Indian financ...Show moreLast updated: 2 days ago
- Promoted
Private Wealth Management Specialist
TekPillar®Republic Of India, IN Years in Private Wealth Management.Based on current CTC and interview.We are hiring experienced Relationship Managers for our Private Wealth Division.
The ideal candidate will have strong experience...Show moreLast updated: 2 days ago
- Promoted
Wealth Management Advisor Dubai
prosperity servicesCochin, Republic Of India, IN This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 30+ days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedIndia, India ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
KG Engineering & ConsultancyNew Delhi, Republic Of India, IN Role Designation : Sr RM / RM Investment Products.Department : Investment Products.Function : Sales / Wealth Management.The role would require to cater to investment needs of mass affluent clients.To meet...Show moreLast updated: 14 days ago
- Promoted
- New!
Immediate Start Wealth Management Advisor Dubai
prosperity servicesCochin, Republic Of India, IN Company Description Prosperity Services Kochi Role Description This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.
These are central client-fa...Show moreLast updated: 12 hours ago
- Promoted
- New!
Wealth Manager (b2b sales)
InCred Value Plus Pvt. Ltd.India InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services.
With a focus on providing a comprehensive suite of financial products...Show moreLast updated: 6 hours ago
- Promoted
Wealth Management Specialist
Network FPRepublic Of India, IN Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals.Known for delivering quality and practical educational solutions, NFP has grown into a premier ...Show moreLast updated: 1 day ago
- Promoted
Wealth Management Advisor
360 ONE WealthJaipur, Republic Of India, IN An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 1 day ago
- Promoted
Wealth Manager
Talent Corner HR Services Pvt LtdNew Delhi, Republic Of India, IN Role : Financial Planner / Wealth Manager.This is a full-time, on-site role based in Dwarka.As a Financial Planner, you will be responsible for providing personalized financial planning services to cl...Show moreLast updated: 1 day ago
- Promoted
Partner Relationship Manager
Parrot CTFsNagpur, IN Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 2 days ago
- Promoted
Wealth Manager
Star Union Dai-ichi Life Insurance Company LimitedRepublic Of India, IN The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and dr...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
MetaMorphRepublic Of India, IN Customer Acquisition Minimum of 1 Cr.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis.
Private Wealth, PMS and AIF fund related queries.Ensure...Show moreLast updated: 15 days ago
- Promoted
Wealth Management Consultant
equentisRepublic Of India, IN We are India’s largest SEBI registered Equity Advisory Firm which aims at helping equity investors create wealth through long-term investing using proprietary algorithms and automation.Our LinkedIn...Show moreLast updated: 1 day ago
- Promoted
Financial Planning and Analysis Manager
BrightEdgeNagpur, IN BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show moreLast updated: 30+ days ago
- Promoted
Global Learning & Development (L&D) Manager
Office Beacon ASPLnagpur, maharashtra, in Global Learning & Development (L&D) Manager.Own our global learning ecosystem frameworks, curriculum, platforms, and forums to upskill employees and leaders and drive measurable performance.Build a...Show moreLast updated: 2 days ago
- Promoted
VP - UHNI Engagement
ATRIOS ConsultingNagpur, IN We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 2 days ago
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHNagpur, IN Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 2 days ago