Maple Capital Advisors
Website:
maple-advisors.com
Job details:
Maple Capital Advisors is seeking an experienced, high-performing Wealth Management Relationship Manager to join our New Delhi team as we deepen our presence in wealth management through our business - Maple Capital services. The ideal candidate will have a strong background in client servicing and acquisition, with the ability to thrive in a fast-paced, entrepreneurial environment.
About Maple Capital Advisors
Maple Capital Advisors (www.maple-advisors.com) 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 (www.pandionpartners.com). We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution and Wealth Management through its regulated entity Maple Capital Services.
Role Overview:
Business Development/ Client Servicing & Relationship Support
- Acquire and manage HNI, family office, and corporate clients.
- Build and maintain a strong pipeline through referrals and networking.
- Recommend investment solutions across Mutual Funds, PMS, AIFs, Fixed Income, and other wealth products.
- Achieve AUM, revenue, and client acquisition targets.
- Manage client relationships and provide timely support.
- Assist in portfolio reviews, asset allocation, and investment planning.
- Conduct product and market research.
- Ensure compliance with regulatory and operational requirements.
What We’re Looking
- For 1–3 years of experience in Wealth Management, Private Banking, or Financial Advisory.
- Strong understanding of financial markets, investment products, and portfolio management strategies.
- Excellent analytical and research abilities; proficiency in Excel, PowerPoint, and financial reporting tools.
- Strong communication, coordination, and relationship management skills.
- Exposure to managing or supporting client portfolios or family office teams.
- Solid grasp of compliance requirements and operational risk management.
- Entrepreneurial mindset with a client-first approach and ability to work collaboratively in a lean, dynamic team.
Qualifications
- Bachelor’s degree in Finance, Economics, Commerce, or related fields.
- Preferred qualifications: MBA, CFA, CFP, or NISM-V
- Strong academic record and long-term interest in the Wealth Management domain.
- Based in Delhi/NCR (preferred).
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