Job Description

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.

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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.

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Key Responsibilities

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1. Client Relationship Management

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

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



advice-and-assisted led approach rather than a transaction-led approach.
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3. Farming & Share of Wallet

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A core responsibility of the Senior Wealth Specialist at AssetPlus will be to significantly deepen existing client relationships.

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

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

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- Deliver a differentiated, high-touch and highly responsive AssetPlus Wealth experience.
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- Ensure that client requirements are followed through from recommendation to execution.
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- Coordinate closely with AssetPlus investment research, and operations teams to deliver seamless service.
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- Proactively communicate important portfolio developments, investment opportunities and relevant market developments.
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- Take complete ownership of client issues and ensure timely resolution.
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6. CRM, Data & Business Discipline

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

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