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