Portfolio Specialist - Wealth
Groww
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This role on the market
322 open portfolio roles across 85 companies are on ApplySarthi right now, most of them in Mumbai (8), Hyderabad (3), Pune (1).
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Groww has 7 open roles listed here.
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Counted across 14 company job boards, updated as roles open and close.
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Questions you are likely to be asked
- Why do you want to join Groww?
- Where do you want to be in three years?
- What is a weakness you are working on, and how?
- Tell me about yourself, and why this role is the right next step.
- Tell me about a problem you solved at work that you are proud of.
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- Radical customer centricity
- Ownership-driven culture
- Keeping everything simple
- Long-term thinking
- Complete transparency
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:
- 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.
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Listed on greenhouse · posted 2026-03-17. ApplySarthi collects openings and links to application pages; the role is advertised by Groww, not by us.