Wealth Operations Specialist

Maple Capital Advisors is seeking an experienced, high-performing Wealth Management Operations Analyst to join our New Delhi team. The ideal candidate will have a strong background in mutual funds operations, client servicing, CAMS, kfintech and reporting, with the ability to thrive in a fast-paced, entrepreneurial environment.

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 Servicing & Relationship Support

• Act as a primary point of contact for assigned wealth management clients, ensuring seamless servicing of investment and transactional needs.
• Address and resolve client queries promptly and professionally, balancing service quality with business objectives.
• Coordinate client meetings, quarterly portfolio reviews, and ongoing communication to ensure alignment with client goals.
• Contribute to SIP book development and assist in identifying opportunities for cross-sell and upsell of products.

Investment & Portfolio Support

Operations & Compliance

Process Improvement

What We’re Looking

proficiency in Excel, PowerPoint, and financial reporting tools.

Qualifications