867 Wealth Planning jobs in India

Key Responsibilities:

ü  Build strong relationships with clients by understanding their goals and offering personalized financial solutions.

ü  Guide individuals in making informed financial decisions for long-term financial well-being.

ü  Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.

ü  Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.

ü  Analyze financial data, track progress, and optimize financial plans for better results.

ü  Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills:

ü  Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).

ü  A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same

ü  Minimum of 2 years of experience in financial advisory or related fields

ü  Strong knowledge of financial planning, investment strategies, and wealth management.

ü  Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.

ü  Analytical mindset with the ability to assess financial data and provide strategic recommendations.

ü  Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Role Description

The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team.

What we'll offer you

• As part of our flexible scheme, here are just some of the benefits that youll enjoy.
• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Review client account opening documentation as per regulatory and internal policies.
• Understanding of power of attorney processing and client onboarding controls.
• Participation in the sighting and distribution of incoming orders in the DO emergency
• Oversight on notifications preparation and timely client & business.
• Processing of securities orders such as
• Closure of accounts / deposits / investment products
• order registration/modification/deletion
• Collection of payment orders
• Editing lists
• settlement of internal deposits
• handling of written orders
• Support project team on all data migration projects.
• Bringing controls and efficiencies in existing process.

Your skills and experience

• German Language Proficiency B1.
• Good understanding of financial product and markets like Bonds, equities & other financial products.
• 2-4 years of experience in Security Services in any Private Banking.
• Hands on experience in reviewing client on-boarding documentation.
• Willing to work in Multiple/ rotational Shifts.

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

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint .
• Strong ability to create insightful and thorough research reports .
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

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

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role:

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities:

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills:

• Proficiency in Excel and PowerPoint.
• Strong ability to create insightful and thorough research reports.
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance, with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package: upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

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