Senior Wealth Specialist

AssetPlus · Chennai, India

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

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 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.

4. 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.

5. 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.

6. CRM, Data & Business Discipline

• Maintain accurate and up-to-date client information and engagement records in the AssetPlus CRM.
• Maintain a clear 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