Job highlights

- CFA / CA/MBA Finance preferred

- Serve as a thought partner to relationship teams on large / complex clients. s : . 3+ years experience in wealth advisory for UHNI or Family Office clients

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

- 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.

📌 Portfolio Specialist - Wealth (Mumbai)
🏢 Groww
📍 Mumbai