Manager wealth management
3 weeks ago
Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealthmanagement. We operate in both domestic and cross-border deal making, with deep India expertiseand a strong international network through Pandion Partners ( are a high-conviction, high-touch firm with a strong track record in mid-market transactions andend-to-end deal execution.Role Overview:As Manager - Wealth Management, you will be responsible for:Build and manage client relationshipsProactively 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 for3+ 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.QualificationsBachelor's degree in Finance, Economics, or related fieldsPreferred: MBA, CFA, CA or CFP certificationStrong academic record and interest in long-term career in wealth managementProficiency in financial planning tools, portfolio software, and MS OfficeIdeally based in Delhi/NCR
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Manager Wealth Management
4 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...
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Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...
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Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple 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 ( is a leading boutique investment banking and advisory firm focused on...
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Manager Wealth Management
2 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...
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Manager Wealth Management
4 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple 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 ( is a leading boutique investment banking and advisory firm focused on...
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Manager Wealth Management
2 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple 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 ( is a leading boutique investment banking and advisory firm...
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Wealth Manager
3 weeks ago
Delhi, Delhi, India AGI Full timeAbout Us We are a fast-growing Alternative Investment Fund (AIF) firm, focused on delivering differentiated investment strategies to sophisticated investors. As a startup AIF, we are building a high-performance team passionate about wealth creation, innovation, and long-term relationships. Role Overview We are seeking a dynamic Relationship Manager /...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India AGI Full timeAbout UsWe are a fast-growing Alternative Investment Fund (AIF) firm, focused on delivering differentiated investment strategies to sophisticated investors. As a startup AIF, we are building a high-performance team passionate about wealth creation, innovation, and long-term relationships.Role OverviewWe are seeking a dynamic Relationship Manager / Wealth...
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Private Wealth Manager
3 weeks ago
Delhi, Delhi, India Ingenetus Full timeCompany DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...
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Wealth Manager
6 days ago
Delhi, Delhi, India Skywings Advisors Full time ₹ 6,00,000 - ₹ 12,00,000 per yearResponsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.Manage the existing and new client portfolio . Interested one can drop your CV
