Job DescriptionThe 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./nThis 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./nKey Responsibilities/n1. Client Relationship Management/n/n- Own and manage a defined portfolio of HNI and affluent clients/n- Build deep, trusted and long-term relationships with clients and their families./n- Proactively engage clients through regular calls, portfolio reviews and face-to-face meetings./n- Develop a deep understanding of each client's financial goals, investment philosophy, risk appetite, liquidity requirements and family circumstances./n- Act as the primary relationship owner for clients and ensure a consistently high-quality AssetPlus client experience./n/n2. Investment Advisory & Portfolio Management/n/n- Understand the client's overall financial position and investment portfolio./n- Develop appropriate investment strategies aligned to the client's objectives and risk profile./n- Recommend suitable investment solutions across mutual funds, PMS, GIFT City Funds, and other products available through the AssetPlus platform./n- Work closely with AssetPlus' investment research team to translate investment views into actionable client recommendations./n- Conduct regular portfolio reviews and proactively identify opportunities to improve asset allocation, diversification and portfolio outcomes./n- Explain investment recommendations, risks and expected outcomes clearly and simply to clients./n- Maintain a long-term,



advice-and-assisted led approach rather than a transaction-led approach./n/n3. Farming & Share of Wallet/nA core responsibility of the Senior Wealth Specialist at AssetPlus will be to significantly deepen existing client relationships./n/n- Develop a transparent relationship and business plan for every key client./n- Identify opportunities to increase AssetPlus' share of wallet within existing client relationships./n- Identify assets currently held with other wealth managers, banks, brokers and platforms./n- Proactively identify investment needs and opportunities through regular portfolio reviews./n- Generate referrals from satisfied clients and develop the AssetPlus client network organically./n/n4. New Client Acquisition/n/n- Build and maintain a high-quality pipeline of prospective HNI clients./n- Acquire new clients through personal networks, referrals, professional networks and other channels./n- Develop relationships with CAs, lawyers, investment bankers, entrepreneurs and other trusted advisers who can generate referrals./n- Conduct prospect meetings and understand the prospect's financial requirements./n- Present the AssetPlus Wealth proposition and convert qualified prospects into long-term clients./n- Develop a sustainable personal network that contributes to the growth of AssetPlus Wealth./n/n5. Client Experience/n/n- Deliver a differentiated,



high-touch and highly responsive AssetPlus Wealth experience./n- Ensure that client requirements are followed through from recommendation to execution./n- Coordinate closely with AssetPlus investment research, and operations teams to deliver seamless service./n- Proactively communicate significant portfolio developments, investment opportunities and relevant market developments./n- Take complete ownership of client issues and ensure timely resolution./n/n6. CRM, Data & Business Discipline/n/n- Maintain accurate and up-to-date client information and engagement records in the AssetPlus CRM./n- Maintain a clear action plan for every key client, including next meeting, portfolio opportunity and business opportunity./n- Track client AUM, flows, revenue, share of wallet and relationship activity./n- Maintain a disciplined prospect pipeline and follow-up process./n- Ensure all client interactions and recommendations 100% comply with AssetPlus' policies and applicable regulatory requirements./n/nQualifications & Experience:/n/n- 5–10 years of experience in wealth management, private banking, investment advisory or a related financial services business./n- Solid experience managing HNI/UHNI or affluent client relationships./n- Strong understanding of investment products, asset allocation and portfolio construction./n- A demonstrated ability to build trusted relationships with senior and financially sophisticated clients./n- A strong farmer mindset and ability to identify opportunities within an existing client portfolio./n- Demonstrated ability to acquire clients through referrals and personal networks./n- Excellent communication, presentation and interpersonal skills./n- Ability to conduct senior-level client meetings and explain investment concepts clearly./n- High integrity and a strong client-first mindset./n- Certifications such as NISM and CFP or CFA/n

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