Talent.com
Wealth Management Manager
Wealth Management ManagerMaple Capital Advisors • New Delhi, Delhi, India
Wealth Management Manager

Wealth Management Manager

Maple Capital Advisors • New Delhi, Delhi, India
27 days ago
Job description

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 ( 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 (

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

  • Develop 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.
  • Business Development & Revenue Growth

  • 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.
  • Operational Excellence & Compliance

  • 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.
  • What We’re Looking For

  • 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.
  • Qualifications

  • 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).
  • Create a job alert for this search

    Manager Wealth • New Delhi, Delhi, India

    Related jobs
    The Policy Exchange - Sales Manager / Wealth Manager

    The Policy Exchange - Sales Manager / Wealth Manager

    The Policy Exchange • Delhi, India
    We're looking for a Wealth Manager to join our team at The Policy Exchange.As a Wealth Manager, you will be responsible for providing comprehensive wealth management solutions to high net-wort...Show more
    Last updated: 5 days ago • Promoted
    Wealth Manager

    Wealth Manager

    Pay4Profits • Noida, Uttar Pradesh, India
    Assistant / Deputy / Senior Wealth Managers | Noida.Wealth Creation Company (Pay4Profits).We’re looking for experienced Relationship Managers, Sr. Relationship Managers, Ex- Bankers, Wealth Managers...Show more
    Last updated: 4 days ago • Promoted
    Wealth Manager

    Wealth Manager

    Motilal Oswal Financial Services Ltd • Delhi, India
    Company Name : Motilal Oswal Financial Services Limited.Profile- Relationship Manager / Wealth Manager.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super ...Show more
    Last updated: 21 days ago • Promoted
    Senior Wealth Manager

    Senior Wealth Manager

    Motilal Oswal Financial Services Ltd • Delhi, India
    Motilal Oswal Financial Services Limit (MOFSL) Location.Wealth Manager Key Responsibilities : .Client Acquisition & Relationship Management Acquire and onboard HNI / UHNI clients via referrals, network...Show more
    Last updated: 7 days ago • Promoted
    Wealth Management Manager

    Wealth Management Manager

    Maple Capital Advisors • New Delhi, Delhi, India
    The role involves building and managing long-term relationships with.The ideal candidate will have prior.Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management.We operate i...Show more
    Last updated: 27 days ago • Promoted
    Wealth Relationship Manager (Delhi)

    Wealth Relationship Manager (Delhi)

    AUM Capital Market Private Limited • Delhi, India, India
    A prominent player in the Capital Market sector, with a nationwide presence and managing assets exceeding INR 20,000+ Crores, is expanding its Wealth Management team and hiring 'WEALTH - RELATIONSH...Show more
    Last updated: 18 hours ago • Promoted • New!
    Real estate partnership development manager

    Real estate partnership development manager

    Greece Golden Visa • Delhi, India, India
    Partnership Development Manager – Greece Golden Visa Programme.Full-time / Independent Contractor.Base retainer to be discussed after first sale. Greece Golden Visa ( is a leading real estate and im...Show more
    Last updated: 5 days ago • Promoted
    Team Leader- Wealth Management

    Team Leader- Wealth Management

    PineQ Lab Technology • Delhi, India
    The successful candidate will manage sophisticated client portfolios while mentoring a team of junior advisors.This role requires specialized, demonstrable expertise across three crucial areas : .If ...Show more
    Last updated: 5 days ago • Promoted
    Wealth Management Reporting Lead

    Wealth Management Reporting Lead

    Marsh McLennan • Noida, Republic Of India, IN
    We are seeking a talented individual to join our Investments team at Mercer.This role will be based in Noida.This is a hybrid role that has a requirement of working at least three days a week in th...Show more
    Last updated: 18 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Opus Global Services India • Greater Delhi Area, India
    Role : Relationship Executive / Relationship Manager – CEC.Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector. Preference will be given to NISM 5A & 21A certifi...Show more
    Last updated: 7 days ago • Promoted
    Senior Manager - Business Development - Personal Loans - Digital Lending

    Senior Manager - Business Development - Personal Loans - Digital Lending

    DMI Finance Private Limited • Delhi, India, India
    This position is responsible to assist the BD Product head to drive end to end process of partner onboarding & prepare necessary documentation, reporting and MIS. Close long term partnership agreeme...Show more
    Last updated: 30+ days ago • Promoted
    Corporate Social Responsibility Manager

    Corporate Social Responsibility Manager

    Ladli Foundation Trust • Delhi, Delhi, India
    Job Opening : CSR Project Manager / Senior Manager – Ladli Foundation Trust.Minimum 5 Years in CSR Project Management.Special Consultative Status with the United Nations ECOSOC.We lead transformativ...Show more
    Last updated: 18 hours ago • Promoted • New!
    Team Leader – Wealth Management

    Team Leader – Wealth Management

    Skywings Advisors Pvt. Ltd. • Delhi, Delhi, India
    We are hiring Team Leader- Wealth Management for a reputed & fast growing financial consulting firm.Lead manage and mentor a team of Wealth Managers. Drive acquisition and advisory of HNI / UHNI clien...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Manager

    Wealth Manager

    Zuari Management Services Ltd. • New Delhi, Delhi, India
    The role would be part of a new line of product and service offerings to grow the portfolio and business of our client in the Broking Industry. The incumbent is expected to assist the Branch Manager...Show more
    Last updated: 10 days ago • Promoted
    Relationship Manager – Wealth Management

    Relationship Manager – Wealth Management

    UpperCrust Wealth Pvt.Ltd. • Delhi, India
    Top 5 Reasons to Build Your Career at UpperCrust Wealth.Biggest Wealth-Management Setup in Vadodara.Work with one of the city’s strongest and fastest-growing financial teams.Exposure to Every Major...Show more
    Last updated: 14 days ago • Promoted
    Priority Wealth Manager

    Priority Wealth Manager

    Standard Chartered Bank • Delhi, Delhi, India
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show more
    Last updated: 15 days ago • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • New Delhi, Delhi, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Manager

    Wealth Manager

    KG Engineering & Consultancy • Delhi, India, India
    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 more
    Last updated: 30+ days ago • Promoted