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.

Candidate Requirements:
2+ 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.

📌 Portfolio Specialist Wealth Mumbai
🏢 Groww
📍 Mumbai