Portfolio Specialist - Wealth

About the Company

Groww is a multi-product platform focused on making financial services accessible to every Indian. Driven by ownership and customer-centricity, the company aims to become the trusted financial partner for millions through cutting-edge technology and transparent services.

Responsibilities

• Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, and 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 and complex clients

Requirements

• 3+ years of experience in wealth advisory for UHNI or Family Office clients
• In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks
• High client engagement and consultative skills

Preferred Qualifications

• CFA, CA, or MBA in Finance