Job Description
- Radical customer centricity
- Ownership-driven culture
- Keeping everything simple
- Long-term thinking
- Complete transparency
Summary:
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.
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 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.
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Candidate 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.
Skills
TaxationCFACACommunicationTeamsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Groww offers a vibrant and dynamic environment for its employees, breaking away from the conventional corporate setup with its innovative and playful work culture. Emphasizing teamwork, creativity, and responsibility, Groww careers are not just about hard work but also about enjoying the process and learning from both successes and failures. With a commitment to democratizing finance in India, Groww is a place where every idea counts and employees are encouraged to experiment, fail, and learn, without the fear of judgment. The platform is responsible to over 50 million users daily, offering a wide range of job opportunities across various departments such as Business, Compliance, Engineering, Finance, Growth, and more, catering to experienced professionals looking to make a significant impact in the fintech sector
Important dates & deadlines?
Application Deadline
10 Nov 26, 09:50 PM IST
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Portfolio Specialist - Wealth
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