Portfolio Specialist - Wealth

Role overview

Portfolio Specialist - Wealth at Groww

You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies.</p>

Preferred qualifications and skills

• <li>CFA/CA/MBA Finance preferred. </li>

Employment details

• Location: Bengaluru-VTP [India]

About the employer

• <div><strong>About Groww:</strong></div>
• At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services.

Additional role details

• <p> </p>
• <div>We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform.
• Each day, we help millions of customers take charge of their financial journey.
• Customer obsession is in our DNA.
• Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind.
• Our people are our greatest strength.
• Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo.</div>
• <div> </div>
• <div>Are you as passionate about defying conventions and creating something extraordinary as we are?
• Let’s chat.</div>
• <div><strong>Our Vision</strong></div>
• <div>Every individual deserves the knowledge, tools, and confidence to make informed financial decisions.
• Our long-term vision is to become the trusted financial partner for millions of Indians.</div>
• <div><strong>Our Values</strong></div>
• <div>Our culture enables us to be what we are — India’s fastest-growing financial services company.
• It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away.
• There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves.</div>
• <div>The values that form our foundation are:</div>
• <ul>
• <li>Radical customer centricity</li>
• <li>Ownership-driven culture</li>
• <li>Keeping everything simple</li>
• <li>Long-term thinking</li>
• <li>Complete transparency</li>
• </ul>
• <p><strong>Summary: </strong></p>
• <p>This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs.
• <p><strong>Key Responsibilities: </strong></p>
• <li>Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products. </li>
• <li>Review and redesign existing portfolios, addressing allocation,selection, and deployment gaps. </li>
• <li>Apply advanced solutions for UHNIs including cash flow planning,preservation strategies, estate planning, and taxation nuances. </li>
• <li>Continuously monitor client portfolios and recommend rebalancing actions. </li>
• <li>Serve as a thought partner to relationship teams on large/complex clients. </li>
• <p><strong>Candidate Requirements</strong>: </p>
• <li>3+ years’ experience in wealth advisory for UHNI or Family Office clients. </li>
• <li>In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks. </li>
• <li>High client engagement and consultative skills.</li>