Wealth Management Professional

5 hours ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

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 affluent clients by recommending products such as mutual funds, portfolio management services, alternative investment funds, private equity, stocks, unlisted shares, bonds, and equity advisory products.
  • Meet the required asset under management (AUM), investor acquisition, and AUM targets for assigned areas.
  • Ensure timely delivery of customized wealth advice to high net worth individual customers.
  • Periodically review clients' portfolios to ensure they align with their investment objectives.
  • Collaborate with branch teams on joint calls.

Location: Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Chennai, Hyderabad, Bengaluru, Kolkata, Delhi

Requirements:

  • 6 years of experience in sales/wealth management handling HNI clients.
  • Team handling experience is necessary.
  • PREFERRED industry background: Wealth Management, Banking, Investment Counselling

  • Manager Wealth Management

    3 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    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 &...

  • Director- Wealth Management

    3 weeks ago

    Delhi, Delhi, India JR Laddha Financial Services Pvt. Ltd. Full time

    Job Title Director- Wealth Management - Business Development Location Delhi Bangalore Reports To Manoj Laddha Department Wealth Management Compensation INR 40 - 45 LPA Fixed Performance-Based Incentives Role Overview As the Director of Wealth Management you will be responsible for leading the Wealth Management division ...

  • Manager Wealth Management

    3 days 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...

  • Strategic Wealth Manager

    1 day ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000

    Job 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...

  • Senior Wealth Management Professional

    18 hours ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000

    Business Development ManagerWe are seeking a skilled Business Development Manager to join our team. As a key member of our organization, you will play a vital role in building and maintaining relationships with high-net-worth individuals (HNIs). Your primary responsibility will be to provide expert financial advice and personalized wealth management...

  • Manager Wealth Management

    2 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    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 &...

  • Wealth Management Specialist

    1 day ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Opportunity">">As a seasoned Wealth Management Specialist, you will be responsible for developing and implementing tailored financial solutions for our esteemed clients.">">Your key responsibilities will include:">">">Providing expert advice on investment strategies, financial planning, and wealth creation to ensure clients' financial goals are...

  • Expert Wealth Management Strategist

    23 hours ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000

    Job DescriptionMaple 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 Manager

    4 weeks ago

    Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time

    About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales...

  • Wealth Management Operations Analyst

    3 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple 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...