Manager Wealth Management

New
New Delhi, Delhi Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.


Role Overview:

As Manager - Wealth Management, you will be responsible for:

  • 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.


What we’re looking for

  • 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
  • Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills, and a proactive, business-development mindset.
  • Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.


Qualifications

  • Bachelor’s degree in Finance, Economics, or related fields
  • Preferred: MBA, CFA, CA or CFP certification
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.

Manager Wealth Management

Delhi, Delhi ₹1200000 - ₹3600000 Y Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners ).

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

  • 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.

What we're looking for

  • 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
  • Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills, and a proactive, business-development mindset.
  • Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

  • Bachelor's degree in Finance, Economics, or related fields
  • Preferred: MBA, CFA, CA or CFP certification
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.

Manager Wealth Management

New Delhi, Delhi Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

  • 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.

What we’re looking for

  • 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
  • Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills, and a proactive, business-development mindset.
  • Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

  • Bachelor’s degree in Finance, Economics, or related fields
  • Preferred: MBA, CFA, CA or CFP certification
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR

This advertiser has chosen not to accept applicants from your region.

Manager Wealth Management

New Delhi, Delhi Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners ( are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.

Role Overview:
As Manager - Wealth Management, you will be responsible for:
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.

What we’re looking for
3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
Excellent communication and interpersonal skills, and a proactive, business-development mindset.
Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications
Bachelor’s degree in Finance, Economics, or related fields
Preferred: MBA, CFA, CA or CFP certification
Strong academic record and interest in long-term career in wealth management
Proficiency in financial planning tools, portfolio software, and MS Office
Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.

Manager wealth management

New Delhi, Delhi Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
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 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 through Pandion Partners ( We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution. Role Overview: As Manager - Wealth Management, you will be responsible for: 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. What we’re looking for 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC. Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills, and a proactive, business-development mindset. Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office. Qualifications Bachelor’s degree in Finance, Economics, or related fields Preferred: MBA, CFA, CA or CFP certification Strong academic record and interest in long-term career in wealth management Proficiency in financial planning tools, portfolio software, and MS Office Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.

Manager Wealth Management

New Delhi, Delhi Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.


Role Overview:

As Manager - Wealth Management, you will be responsible for:

  • 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.


What we’re looking for

  • 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
  • Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills, and a proactive, business-development mindset.
  • Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.


Qualifications

  • Bachelor’s degree in Finance, Economics, or related fields
  • Preferred: MBA, CFA, CA or CFP certification
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.

Manager Wealth Management

New Delhi, Delhi Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.


Role Overview:

As Manager - Wealth Management, you will be responsible for:

  • 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.


What we’re looking for

  • 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
  • Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills, and a proactive, business-development mindset.
  • Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.


Qualifications

  • Bachelor’s degree in Finance, Economics, or related fields
  • Preferred: MBA, CFA, CA or CFP certification
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.
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About the latest Financial advisory Jobs in Delhi !

Manager Wealth Management

New Delhi, Delhi Maple Capital Advisors

Posted 13 days ago

Job Viewed

Tap Again To Close

Job Description

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 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 through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.


Role Overview:

As Manager - Wealth Management, you will be responsible for:

  • 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.


What we’re looking for

  • 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
  • Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills, and a proactive, business-development mindset.
  • Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.


Qualifications

  • Bachelor’s degree in Finance, Economics, or related fields
  • Preferred: MBA, CFA, CA or CFP certification
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
This advertiser has chosen not to accept applicants from your region.

Wealth Management Operations Analyst

Delhi, Delhi ₹500000 - ₹1500000 Y Maple Capital Advisors

Posted today

Job Viewed

Tap Again To Close

Job Description

Maple 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 ) 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 through Pandion Partners ).

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As a Wealth Management Operations Analyst, you will be responsible for:

  • Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.
  • Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
  • Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
  • Track and report on market trends, economic developments, and regulatory updates.
  • Provide regular updates on investment performance and market insights to clients.
  • Coordinate client meetings and manage operational/documentation requirements.
  • Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

What we're looking for

  • 1-2 years of experience in wealth management, private banking, or financial advisory
  • Familiarity with financial markets, investment products and portfolio management strategies
  • Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
  • Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications

  • Bachelor's degree in Finance, Economics, or related fields
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
  • Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset
This advertiser has chosen not to accept applicants from your region.

AVP/DVP/VP- Wealth Management

Delhi, Delhi ₹1500000 - ₹2500000 Y IIFL Capital Services Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

Company Description

IIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation, and excellence in financial services. The company serves a diverse client base, including Ultra High Networth Individuals (UHNIs), High Networth Individuals (HNIs), and Institutional clients. Our comprehensive product offerings include Wealth Management, Investment Banking, Equity Broking, and Portfolio Management Services (PMS).

Role Description

This is a full-time, on-site role for an AVP/DVP/VP- Wealth Management at IIFL Capital Services Limited, located in Delhi, India. The role involves providing expert wealth management solutions, developing personalized investment strategies, and ensuring exceptional client service. Daily tasks include acquireing & managing client relationships, conducting financial analysis, advising on investment opportunities, and overseeing the execution of client transactions. The AVP/DVP/VP will also be responsible for maintaining up-to-date knowledge of financial products and market trends.

Qualifications

  • Strong background in Wealth Management, Investment Banking, and Institutional Equity Sales
  • Excellent client relationship management skills and financial analysis capabilities
  • In-depth understanding of financial products such as Mutual Funds, PMS, and AIF
  • Exceptional communication, negotiation, and presentation skills
  • Proven track record of innovation and excellence in financial services
  • Ability to work on-site in Delhi, India
  • The relevant degree in Finance, Economics, Business Administration, or a related field
This advertiser has chosen not to accept applicants from your region.
 

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