AssetPlus
Website:
assetplus.in
Job details:
Principal / Senior Principal Wealth
The role combines senior client relationship management, investment advisory, portfolio construction, business development and relationship deepening. The Principal / Senior Principal Wealth will own and manage a portfolio of high-value client relationships, primarily comprising clients with ₹2 crore+ of investible assets/AUM potential.
The role requires a high degree of maturity, investment understanding and relationship capability. The individual will be expected to build deep, long-term relationships with clients and their families, become a trusted adviser on their wealth journey and significantly deepen AssetPlus' share of wallet over time.
This is a highly client-facing role and will involve regular physical meetings with clients, understanding their broader financial goals and family requirements, providing sophisticated investment recommendations and becoming a trusted long-term partner to the client and their family.
Key Responsibilities:
1. Senior Client Relationship Management
● Own and manage a defined portfolio of high-value HNI and UHNI clients, primarily with ₹2 crore+ of investible assets/AUM potential.
● Build deep, trusted and long-term relationships with clients and their families.
● Develop relationships beyond the primary client, including spouses, family members and the next generation where appropriate.
● Proactively engage clients through regular calls, portfolio reviews and face-to-face meetings.
● Develop a comprehensive understanding of each client's financial goals, investment philosophy, risk appetite, liquidity requirements, existing portfolio and broader family circumstances.
● Act as the primary relationship owner and trusted wealth partner for the client.
● Ensure a consistently high-quality and differentiated AssetPlus Wealth experience for high-value clients.
2. Investment Advisory & Portfolio Construction
● Develop a comprehensive understanding of the client's overall financial position, investment portfolio and wealth objectives.
● Provide thoughtful investment advice and portfolio construction recommendations 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 relevant and actionable client recommendations.
● Conduct detailed and regular portfolio reviews and proactively identify opportunities to improve asset allocation, diversification, portfolio construction and long-term outcomes.
● Engage confidently with clients on investment strategy, portfolio performance and market developments.
● Explain investment recommendations, risks and expected outcomes clearly and appropriately to sophisticated 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 Principal / Senior Principal Wealth at AssetPlus will be to significantly deepen high-value client relationships and build AssetPlus into an increasingly important wealth partner for the client and their family.
● Develop a comprehensive relationship and business plan for every key client.
● Identify significant opportunities to increase AssetPlus' share of wallet within existing client relationships.
● Develop a detailed understanding of assets currently held with other wealth managers, private banks, banks, brokers and investment platforms.
● Proactively identify investment opportunities across the client's existing portfolio and
broader financial requirements.
● Build relationships across the client's family and identify opportunities to manage family-level wealth relationships.
● Drive meaningful AUM and revenue growth from the existing portfolio through systematic relationship deepening.
● Generate high-quality referrals from satisfied clients and develop the AssetPlus client network organically.
The expectation is that the Principal / Senior Principal Wealth will spend significant time deepening and expanding existing high-value relationships, while selectively acquiring new relationships that fit the AssetPlus Wealth proposition.
4. New Client Acquisition & Network Building
● Build and maintain a high-quality pipeline of prospective HNI and UHNI clients.
● Acquire new high-value clients through personal networks, client referrals, professional networks and other relevant channels.
● Develop and maintain strong relationships with CAs, lawyers, entrepreneurs, investment bankers and other trusted advisers who can generate high-quality referrals.
● Conduct senior-level prospect meetings and develop a deep understanding of the prospect's existing wealth structure and investment requirements.
● Present the AssetPlus Wealth proposition and convert qualified prospects into long-term client relationships.
● Build a sustainable personal network that contributes meaningfully to the long-term growth of AssetPlus Wealth.
5. Client Experience
● Deliver a differentiated, high-touch and highly responsive AssetPlus Wealth experience for high-value clients.
● Ensure that client requirements are followed through seamlessly from recommendation to execution.
● Coordinate closely with AssetPlus' Investment Research and Operations teams to deliver a superior client experience.
● Proactively communicate important portfolio developments, investment opportunities and relevant market developments.
● Anticipate client requirements and proactively address opportunities or concerns.
● Take complete ownership of client issues and ensure timely and effective resolution.
● Maintain the highest standards of responsiveness, discretion and professionalism in all client interactions.
6. CRM, Data & Business Discipline
● Maintain accurate and up-to-date client information and engagement records in the AssetPlus CRM.
● Maintain a clear relationship plan for every key client, including engagement plans, next meetings, portfolio opportunities and business opportunities.
● Track client AUM, flows, revenue, share of wallet and relationship activity.
● Maintain a disciplined pipeline of prospective high-value clients and a structured follow-up process.
● Develop clear visibility into business potential across the existing client portfolio.
● Ensure all client interactions and recommendations 100% comply with AssetPlus' policies and applicable regulatory requirements.
Ideal Candidate
The ideal candidate will have:
● 10–15 years of experience in wealth management, private banking, investment advisory
● Strong experience managing HNI and UHNI client relationships, preferably involving clients with ₹2 crore+ of investible assets/AUM potential.
● A demonstrated track record of building and managing large, high-value client relationships.
● Strong understanding of investment products, asset allocation, portfolio construction and wealth management.
● The ability to engage confidently and credibly with financially sophisticated clients and entrepreneurs.
● A demonstrated ability to build deep, trusted and long-term relationships with clients and their families.
● A strong farmer mindset, with the ability to significantly deepen existing relationships and increase share of wallet.
● Demonstrated ability to acquire high-quality clients through referrals and personal and professional networks.
● Strong commercial orientation and the ability to identify meaningful business opportunities within an existing client portfolio.
● Excellent communication, presentation and interpersonal skills.
● The maturity and presence required to conduct senior-level client meetings independently.
● High integrity, discretion and a strong client-first mindset.
● Certifications such as NISM, CFP and/or CFA will be an advantage.
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