1,152 Wealth Management jobs in India

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

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

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

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

• Strong Financial Planning and Investment Management skills
• Excellent Analytical Skills and Finance knowledge
• Effective Communication skills for client interactions
• Relevant industry certifications (e.g., CFP, CFA) are a plus
• Bachelor's degree in Finance, Economics, or related field
• Ability to work independently and as part of a team
• Proficiency in financial software and tools
• Experience in wealth management or related field is preferred

Position Summary

This role will be responsible for conducting internal audit activities that assess risks and controls in Ireland’s wealth management business and potentially in the wider Asset Management business of Cantor Fitzgerald group. The ideal candidate will have a proven record of audit execution in accordance with IIA standards and a good familiarity and hands on experience with key regulations in Ireland.

Major Responsibilities:

• Perform audit work assigned according to the standards of Internal Audit’s (IA) risk-based methodology.
• Design effective and efficient tests of key controls or processes to assess risks, validate the adequacy of design and operating effectiveness of key controls.
• Design and execute substantive testing, including data analysis.
• Perform and document audit work and conclude on the audit tests results.
• Identify, assess and report on all key risks and compliance issues/ breaches in the area audited.
• Review and tests management actions taken by Business to remediate issues and deficiencies.
• Draft clear, concise, and well-supported audit findings in the working paper and audit tool.
• Work with the audit team and internal management to communicate issues or delays that may arise throughout the audit.
• Perform validation of management actions and documentation of action closure, including follow up with action owners when needed.
• Develop a thorough understanding of audits and assigned functions, including technology, products, organizational activities and systems.
• Execute special or ad-hoc projects as requested.

Key Contacts and Working Relationships:

• Establish and maintain relationships with key stakeholders within the Firm.
• Liaise with Front Office, Middle Office, Compliance, Risk and Support Functions to ensure clear understanding of the audit scope, issues raised, and action point required to address the findings.
• IA Audit Lead, IA Director, Head of Internal Audit for EMEA/ APAC, Global Head of Internal Audit (as needed).

Skills:

• 5 + years of experience in asset management/ financial services (wealth management preferred) including experience in performing operational, regulatory, compliance, financial audits.
• Familiarity of relevant regulatory framework and requirements in Ireland (MiFID II/ MiFIR, Investment Firms Regulation, Consumer Protection Code, Client Asset Requirement etc.).
• Strong analytical and project management skills, ability to prioritise and multi-tasked when needed.
• Effective communication skills (verbal and written) and interpersonal skills as well as interest in developing to succeeding roles in IA.
• Motivated with proven ability to research, interpret and apply regulatory requirements.
• Ability to build strong working relationships with peers, staff and relevant stakeholders.
• Self-motivated and able to work independently and as part of a team.
• Strong familiarity with MS Office including Word, Excel, PowerPoint, Outlook.

Education/ Experience Requirements:

• Bachelor’s degree in accounting, finance or any business-related area preferred.
• CIA, CPA, ACA, CA, ACCA, CFA or other similar certification preferred.

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