Manager Wealth Management

3 weeks ago

Delhi, Delhi, India Maple Capital Advisors Full time
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 ( 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 ( 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

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