The role combines client relationship management, investment advisory, portfolio construction and business development. The Senior Wealth Specialist will own a defined set of client relationships, with a strong focus on deepening existing relationships while selectively acquiring recent clients.
This is a client-facing role and will involve regular physical meetings with clients, understanding their financial goals, providing investment recommendations and becoming a trusted partner to the family over the long term.

Key Responsibilities

1. Client Relationship Management
Own and manage a defined portfolio of HNI and affluent clients
Build deep, trusted and long-term relationships with clients and their families.
Proactively engage clients through regular calls, portfolio reviews and face-to-face meetings.
Develop a deep understanding of each client's financial goals, investment philosophy, risk appetite, liquidity requirements and family circumstances.
Act as the primary relationship owner for clients and ensure a consistently high-quality AssetPlus client experience.

2.



Investment Advisory & Portfolio Management
Understand the client's overall financial position and investment portfolio.
Develop appropriate investment strategies aligned to the client's objectives and risk profile.
Recommend suitable investment solutions across mutual funds, PMS, GIFT City Funds, and other products available through the AssetPlus platform.
Work closely with AssetPlus’ investment research team to translate investment views into actionable client recommendations.
Conduct regular portfolio reviews and proactively identify opportunities to improve asset allocation, diversification and portfolio outcomes.
Explain investment recommendations, risks and expected outcomes clearly and simply to clients.
Maintain a long-term, advice-and-assisted led approach rather than a transaction-led approach.

3. Farming & Share of Wallet
A core responsibility of the Senior Wealth Specialist at AssetPlus w

📌 Senior Wealth Specialist (Chennai)
🏢 AssetPlus
📍 Chennai