Wealth Management - Relationship Manager

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).