Wealth Management Professional

Job Responsibilty :-As a Wealth Manager, you will be responsible for:- Building long-term relationships with NRI clients- Understanding client financial goals and crafting strategic investment recommendations- Handling India-based wealth & investment advisory for NRIs- Collaborating with internal Service RMs for pre- and post-investment...

Job DescriptionThis role is for a Wealth Manager responsible for growing revenue across a diverse range of financial products. The ideal candidate will focus on asset gathering, client acquisition, and managing a mapped client book to increase both Assets Under Management (AUM) and overall revenue.Key Responsibilities- Grow revenues from a variety of...

Wealth 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...

Key ResponsibilitiesWe are seeking a Wealth Manager and Portfolio Specialist to enhance our high net worth customer relationships.The ideal candidate will have experience in managing complex financial portfolios, increasing customer profitability, and capturing larger shares of the wallet.Secondary Responsibilities:Evaluate growth strategies based on...

Job DescriptionThe primary objective of this role is to manage and nurture relationships with high-net-worth individuals, providing personalized wealth management solutions and financial advisory services to ensure overall client satisfaction.

Job DescriptionWealth Relationship Manager is a key role within the banking and investments segment, responsible for driving business growth through strategic client relationships.Develops and maintains strong connections with high net worth individuals (HNI) and non-resident Indians (NRI) to identify potential revenue opportunities.Delivers exceptional...

We are seeking a seasoned professional to manage family office relationships and wealth management for a leading organization.Location: DelhiRole: AVP/VP-Family OfficeRequired experience: 8+ yearsKey Responsibilities:• Manage family office relationships and ultra high net worth individuals in the Delhi and NCR region• Identify and acquire new family...

About 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. We are seeking a dynamic Relationship Manager / Wealth Manager with...

About 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...

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 &...