HNW Portfolio Advisor
Maple Capital AdvisorsNew Delhi, Republic Of India, IN17 hours 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
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Portfolio Advisor • New Delhi, Republic Of India, IN
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