Portfolio Specialist - Wealth

About the role

This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies.

Responsibilities

• Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products.
• Review and redesign existing portfolios, addressing allocation, selection, and deployment gaps.
• Apply advanced solutions for UHNIs including cash flow planning, preservation strategies, estate planning, and taxation nuances.
• Continuously monitor client portfolios and recommend rebalancing actions.
• Serve as a thought partner to relationship teams on large/complex clients.

Required skills

• Wealth advisory
• Structured products
• Global funds
• Tax frameworks
• Regulatory frameworks
• Portfolio construction
• Client engagement

Nice to have

• CFA
• CA
• MBA Finance

About the Company

Groww is a financial services company focused on making financial services accessible to every Indian through a multi-product platform. The company fosters a culture of collaboration, transparency, and open communication, driven by values such as radical customer centricity and long-term thinking.