Wealth Management Manager

Maple Capital Advisors

branch or frontline experience

About Maple Capital Advisors

Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management

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:

Client Relationship Management

• Build and maintain trusted, long-term relationships with high-net-worth clients, acting as their primary point of contact.
• Understand client goals, financial situations, and risk tolerance to develop tailored wealth strategies.
• Conduct regular meetings and portfolio reviews to ensure client satisfaction and retention.

Financial & Investment Advisory

• Develop personalized financial and investment plans covering asset allocation, retirement, tax, and estate planning.
• Recommend suitable products across equities, bonds, mutual funds, alternates (PMS, AIFs, PE), and insurance.
• Monitor and rebalance client portfolios periodically to reflect market conditions and evolving client objectives.
• Stay updated on market trends, regulatory developments, and emerging financial products to provide informed advice.

Business Development & Revenue Growth

• Identify and pursue new business opportunities through referrals, networking, and client expansion.
• Contribute to SIP book development and firm-level revenue growth targets.
• Demonstrate proactive engagement in client acquisition, upselling, and cross-selling wealth management solutions.

Operational Excellence & Compliance

• Ensure all investment recommendations and client transactions comply with regulatory and internal standards (KYC, FATCA, AML, etc.).
• Maintain meticulous records, documentation, and reporting as per firm protocols.
• Collaborate with internal teams and external experts (legal, tax, estate planning) to deliver integrated wealth solutions.
• Promote digital adoption for client servicing, portfolio monitoring, and performance tracking.

What We're Looking For

• 3+ years of relevant experience in Wealth Management, Private Banking, or Financial Advisory.
• Proven success in managing HNI client portfolios and delivering goal-based investment solutions.
• Strong understanding of financial planning, portfolio management, and investment products.
• Excellent communication, interpersonal, and relationship management skills.
• Analytical mindset with strategic thinking and business development capability.
• Sound knowledge of Indian tax laws, regulatory norms, and compliance frameworks.
• Client-centric approach, high integrity, and ability to thrive in a fast-paced, entrepreneurial setup.

Qualifications

• Bachelor's degree in Finance, Economics, Commerce, or related fields.
• Preferred qualifications: MBA, CFA, CFP, or CWM.
• Strong academic record and long-term interest in the wealth management domain.
• Proficiency in financial planning tools, portfolio management software, and MS Office.
• Based in Delhi/NCR (preferred).