Portfolio Specialist - Wealth
Groww
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This role on the market
436 open portfolio roles across 100 companies are on ApplySarthi right now, most of them in Bengaluru (18), Hyderabad (5), Delhi NCR (5).
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- Energy Ops Manager - APJC, Energy Portfolio OperationsAmazon
- Global Equities - Mansart – Portfolio Management – Vice PresidentJPMorgan
What portfolio roles keep asking for: Stakeholder management (26%), Excel (17%), Product management (13%), Agile (12%), Python (12%) — counted across their open postings here.
Groww has 9 open roles listed here.
- Procurement Specialistbengaluru
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- Assistant Manager - Internal Auditbengaluru
Counted across 14 company job boards, updated as roles open and close.
Preparing for this interview
Interviews for portfolio roles keep coming back to Stakeholder management, Excel, Product management, Agile. Practise those questions before you sit with Groww.
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.