Wealth Manager

22 hours ago

Delhi, Delhi, India beBeeRelationshipManager Full time ₹ 1,04,000 - ₹ 1,30,878
Job Summary:

The primary objective of this role is to establish and maintain long-term relationships with high-net-worth individuals (HNIs). This involves providing expert financial advice, personalized wealth management solutions, and driving business development.

Key Responsibilities:
  • Engage HNI clients to understand their investment requirements and goals.
  • Offer tailored investment solutions including debt products, structured products, equities, mutual funds, real estate funds, and other wealth products.
  • Manage a portfolio of HNI clients, ensuring personalized and seamless service delivery.
  • Profile clients effectively and provide suitable financial products based on their needs.
Skills and Qualifications:
  • Graduate/Postgraduate in any discipline.
Deliverables:
  • Client acquisition and relationship management.
  • Business development.
  • Financial and product expertise.

  • Wealth Manager

    2 days ago

    Delhi, Delhi, India AGI Full time

    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...

  • 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 &...

  • Manager Wealth Management

    7 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 &...

  • 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 (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • 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 (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    2 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...

  • Manager Wealth Management

    7 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...

  • Manager Wealth Management

    6 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 Professional

    5 days 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...

  • Private Wealth Manager

    1 day ago

    Delhi, Delhi, India Ingenetus Full time

    Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...