Wealth Operations SpecialistMaple Capital Advisors • New Delhi, Republic Of India, IN
Wealth Operations Specialist
Maple Capital Advisors • New Delhi, Republic Of India, IN
23 days ago
Job descriptionAssist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences. Support portfolio construction, asset allocation, and periodic rebalancing across multiple asset classes — Mutual Funds, PMS, AIFs, Private Equity, Debt, etc. Conduct product research, comparative analysis, and track market and regulatory developments. Take end-to-end ownership of client transactions — from documentation to execution and post-transaction follow-up. Manage operational processes including payments, reconciliations, compliance submissions, and regulatory filings (KYC, FATCA, etc.). Handle purchase, redemption, and switch transactions efficiently and accurately. Promote digital adoption for portfolio tracking, reporting, and servicing to enhance client experience. Support internal initiatives for operational efficiency, automation, and knowledge sharing. Liaise effectively with internal teams and external partners (fund houses, family offices, custodians, etc.) to deliver integrated wealth solutions. For 4–6 years of experience in Wealth Management, Private Banking, or Financial Advisory. Strong understanding of financial markets, investment products, and portfolio management strategies. Familiarity with CAMS, kfin, and other relevant operational systems. Excellent analytical and research abilities; Strong communication, coordination, and relationship management skills. Exposure to managing or supporting client portfolios or family office teams. Solid grasp of compliance requirements and operational risk management. Entrepreneurial mindset with a client-first approach and ability to work collaboratively in a lean, dynamic team. 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 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
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Operation Specialist • New Delhi, Republic Of India, IN
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