Posted 17 Mar · 10 open roles
Portfolio Specialist - Wealth
Bengaluru-VTP, IndiaonsiteApply by 15 Nov 2026
- Undisclosed
- Salary
- Not stated
- Experience
- Full time
- Job type
Skills this role mentions
- Taxation
About the role
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.
- 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.
Full details and the application are on Groww's careers site.
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Groww
10 open roles
Start Online Investing in Stocks & Direct Mutual Funds with India's No. 1 Stock Broker - Groww. Equity Trading, F&O, Direct Mutual Funds with Zero-commission & 24x7 support.
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