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 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 Sen

📌 Senior Wealth Specialist (Chennai)
🏢 AssetPlus
📍 Chennai