Portfolio Specialist - Wealth

Groww
Mumbai
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: professionalSkills: ["Client engagement","Consultative skills","Communication","Relationship management"]

Seasoned wealth advisory role focusing on UHNI and Family Office clients, providing sophisticated portfolio construction across multi-asset solutions, including succession planning, tax optimization, and complex structures. You’ll redesign portfolios, monitor performance, and partner with relationship teams to address high-net-worth client needs within Groww’s Private Wealth practice.

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Groww
Groww
4 months ago

Portfolio Specialist - Wealth

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Job Summary

Seasoned wealth advisory role focusing on UHNI and Family Office clients, providing sophisticated portfolio construction across multi-asset solutions, including succession planning, tax optimization, and complex structures. You’ll redesign portfolios, monitor performance, and partner with relationship teams to address high-net-worth client needs within Groww’s Private Wealth practice.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key 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 UHNI clients 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.

Key Requirements

  • •3+ years’ experience in wealth advisory for UHNI or Family Office clients
  • •In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks
  • •CFA/CA/MBA Finance preferred
  • •High client engagement and consultative skills
  • •Experience with bespoke portfolio construction across MF, PMS, AIF, Bonds and derivative structures
Experience:3+ yearsWealth managementPrivate wealthFinancial services
Education:Professional (JD, MD, etc.)
Skills:Client engagementConsultative skillsCommunicationRelationship management
Certifications:CFACA
Languages:English

Company Brief

Groww
Indian fintech platform offering commission-free investing in stocks, mutual funds, ETFs and digital gold, plus stockbroking and wealth management tools for retail investors across India.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: Bengaluru, India
Founded: 2016
WebsiteLinkedIn