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Groww

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
  • 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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