Expert Wealth Management Strategist
23 hours ago
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.
We are seeking an experienced and high-performing Wealth Management Professional to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment.
Key Responsibilities:
- 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
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