CHENNAI · FULLTIME
Senior Wealth Specialist
AssetPlus
Chennai · onsite · Posted 2d ago
Sourced from
Undisclosed5–10 yrsfulltimeChennai
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Section · 01
About this role
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 clients 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.
- Understand the clients overall financial position and investment portfolio.
- Develop appropriate investment strategies aligned to the clients 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.
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.
- 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 prospects 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.
- 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.
- 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.
- 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
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
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Section · 02
Skills
crmAsset AllocationrelationshipPortfolio ManagementWealth ManagementInvestment AdvisoryInvestment PortfolioClient Relationship ManagementFinancial ServicesInvestment
Section · Company
About AssetPlus
AssetPlus
Internet
2016
10 years old
Chennai,Tamil Nadu
India
₹9.4L PA avg
Avg at AssetPlus
About
AssetPlus provides financial services, specializing in wealth and asset management, designed to optimize investment portfolios for clients seeking growth and security.
Industries
Internet
Employee ratings
10 reviews
4.3/ 5
Culture
4.2
Career growth
4.0
Work-life
4.2
Employees rate it well for
Job Security43Work-Life Balance43
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