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 solid 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 S

📌 Senior Wealth Specialist (Tamil Nadu)
🏢 AssetPlus
📍 Tamil Nadu