Portfolio Specialist - Wealth
groww· Private Wealth
About this role
About Groww:
We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo.
Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat.
Our Vision
Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.
Our Values
Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves.
The values that form our foundation are:
- 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.
Frequently Asked Questions
Is the salary disclosed for the Portfolio Specialist - Wealth position at groww?
The salary for this Portfolio Specialist - Wealth role at groww is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Portfolio Specialist - Wealth position at groww located?
This Portfolio Specialist - Wealth role at groww is based in Mumbai, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Portfolio Specialist - Wealth at groww belong to?
This Portfolio Specialist - Wealth position is part of the Private Wealth department at groww. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Portfolio Specialist - Wealth position at groww?
Click the "Apply Now" button on this page. You will be redirected to groww's official application portal hosted on greenhouse where you can submit your application directly.
When was the Portfolio Specialist - Wealth job at groww posted?
This Portfolio Specialist - Wealth position at groww was posted on Mar 17, 2026. Apply as soon as possible — early applications are often reviewed first.
Portfolio Specialist - Wealth
groww
You'll be redirected to groww's official application page on Greenhouse.