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

- 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.
- 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.
- 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.
- 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.
- 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.
- CRM, Data & Business Discipline
- Maintain accurate and up-to-date client information and engagement records in the AssetPlus CRM. - Maintain a explicit 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