
Manager Wealth Management
3 weeks ago
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
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