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 new 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 will be to significantly deepen existing client relationships.

- Develop a clear relationship and business plan for every key client.
- Identify opportunities to increase AssetPlus’ share of wallet within existing client relationships.
- Identify assets currently held with other wealth managers, banks, brokers and platforms.
- Proactively identify investment needs and opportunities through regular portfolio reviews.
- Generate referrals from satisfied clients and develop the AssetPlus client network organically.

4. New Client Acquisition

- Build and maintain a high-quality pipeline of prospective HNI clients.
- Acquire new clients through personal networks, referrals, professional networks and other channels.
- Develop relationships with CAs, lawyers, investment bankers, entrepreneurs and other trusted advisers who can generate referrals.
- Conduct prospect meetings and understand the prospect's financial requirements.
- Present the AssetPlus Wealth proposition and convert qualified prospects into long-term clients.
- Develop a sustainable personal network that contributes to the growth of AssetPlus Wealth.

5. Client Experience

- Deliver a differentiated, high-touch and highly responsive AssetPlus Wealth experience.




- Ensure that client requirements are followed through from recommendation to execution.
- Coordinate closely with AssetPlus investment research, and operations teams to deliver seamless service.
- Proactively communicate important portfolio developments, investment opportunities and relevant market developments.
- Take complete ownership of client issues and ensure timely resolution.

6. CRM, Data & Business Discipline

- Maintain accurate and up-to-date client information and engagement records in the AssetPlus CRM.
- Maintain a transparent action plan for every key client, including next meeting, portfolio opportunity and business opportunity.
- Track client AUM, flows, revenue, share of wallet and relationship activity.
- Maintain a disciplined prospect pipeline and follow-up process.
- Ensure all client interactions and recommendations 100% comply with AssetPlus’ policies and applicable regulatory requirements.

Qualifications & Experience:

- 5–10 years of experience in wealth management, private banking, investment advisory or a related financial services business.
- Strong experience managing HNI/UHNI or affluent client relationships.
- Strong understanding of investment products, asset allocation and portfolio construction.
- A demonstrated ability to build trusted relationships with senior and financially sophisticated clients.
- A strong farmer mindset and ability to identify opportunities within an existing client portfolio.
- Demonstrated ability to acquire clients through referrals and personal networks.
- Excellent communication, presentation and interpersonal skills.
- Ability to conduct senior-level client meetings and explain investment concepts clearly.
- High integrity and a strong client-first mindset.
- Certifications such as NISM and CFP or CFA

📌 Senior Wealth Specialist (Chennai)
🏢 AssetPlus
📍 Chennai