Private Wealth Manager
12 hours ago
This strategic advisory role involves serving as a trusted advisor to ultra-high net worth individuals on investment, wealth preservation, and succession planning.
Main Responsibilities- Develop and implement customized investment strategies aligned with clients' goals and values
- Manage relationships with key stakeholders to deliver integrated wealth solutions
- Oversee portfolio performance across asset classes, including public markets, private equity, real estate, and alternative investments
- Coordinate with external advisors and experts to ensure seamless delivery of wealth management services
- Conduct regular portfolio reviews, risk assessments, and performance reporting to optimize client outcomes
- Support in governance framework development and multi-generational wealth transition planning
- 5-15 years of experience in wealth management, family offices, or similar high-touch client management roles
- Proven track record in managing UHNI relationships with AUMs in the 500 crore+ range
- Strong understanding of multiple asset classes, investment strategies, and risk management principles
- Demonstrated ability to work with discretion, trust, and high ethical standards
- Excellent interpersonal and communication skills, with the ability to engage and influence at the highest levels
- Strategic mindset with hands-on execution capability
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Manager Wealth Management
4 days 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 days 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
4 days 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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Strategic Wealth Manager
3 days ago
Delhi, Delhi, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000Job OverviewWe are seeking a highly skilled Senior Private Banker to join our team. In this role, you will be responsible for managing the financial planning and portfolio services of high net worth clients.Key Responsibilities:Customer Acquisition: Acquire new clients with an investable surplus of at least 1 Cr. (10 million INR)Financial Planning: Provide...
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Wealth Management Professional
2 days ago
Delhi, Delhi, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000Wealth Management Advisor Job Summary:We are seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our wealth management group, you will be responsible for catering to the investment needs of mass affluent clients by recommending suitable products.Main Responsibilities:Cater to the investment needs of mass...
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Wealth Management Operations Analyst
4 days ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a...
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Wealth Management Operations Analyst
4 days ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors (...
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Wealth Management Operations Analyst
2 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors...
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Wealth Manager
1 day 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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Senior Private Banker
3 weeks ago
Delhi, Delhi, India Emkay Wealth Management Full timeJob Responsibilities- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus- Financial Planning (FP) and Portfolio Services- Execution of transactions post FP and on periodical basis- Manage Private Wealth, PMS and AIF fund related queries- Ensure delivery of various MIS reports as per requirements- To develop short term and long term...
