Manager Wealth Management

Maple Capital Advisors

is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact 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 :

As Manager - Wealth Management, you will be responsible for :

Build and manage client relationships

Proactively identify business opportunities in Wealth Management and Investment Banking.

Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed / unlisted), bonds, and other alternates.

Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.

Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.

Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.

Conduct financial and economic research to support client recommendations.

Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.

Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

3+ years in wealth management / private banking, or as a Relationship Manager in a bank or AMC.

Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.

Excellent communication and interpersonal skills, and a proactive, business-development mindset.

Experience in managing an existing book of clients and / or supporting a senior wealth manager or family office.

Qualifications

Bachelor’s degree in Finance, Economics, or related fields

Preferred : MBA, CFA, CA or CFP certification

Strong academic record and interest in long-term career in wealth management

Proficiency in financial planning tools, portfolio software, and MS Office

Ideally based in Delhi / NCR