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 robust focus on deepening existing relationships while selectively acquiring recent 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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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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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 a

📌 Senior Wealth Specialist Coimbatore (India)
🏢 AssetPlus
📍 India