Portfolio Specialist - Wealth

Groww is looking for a Portfolio Specialist - Wealth to design and manage sophisticated investment portfolios for ultra‑high‑net‑worth individuals and family offices. The role focuses on building bespoke multi‑asset solutions that combine mutual funds, PMS, AIFs, bonds, structured products and global funds while addressing complex needs such as cash‑flow planning, tax optimisation, succession and estate strategies.

Key Responsibilities:

• Create and advise on customised portfolios integrating MF, PMS, AIF, bonds, structured and global products.
• Review and restructure existing portfolios to close allocation, selection and deployment gaps.
• Apply advanced wealth‑preservation techniques including cash‑flow modelling, tax‑efficient structuring and estate planning for UHNI clients.
• Continuously monitor portfolio performance and recommend timely rebalancing actions.
• Act as a strategic thought partner for relationship managers on large, complex client engagements.

Required Skills:

• 3+ years of wealth advisory experience with UHNI or family‑office clients.
• Deep knowledge of structured products, global funds and advanced tax/regulatory frameworks.
• Professional qualification such as CFA, CA or MBA (Finance) preferred.
• Strong client‑facing and consultative communication abilities.
• Analytical mindset with expertise in portfolio analytics and risk assessment.

This position offers the chance to work on high‑impact wealth solutions within a transparent, ownership‑driven culture. This role is verified by Employee Table — no fees to apply.