▷ Apply Now Manager Wealth Management

4 weeks ago

Meerut, 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 (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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