Groww is hiring a Portfolio Specialist for its Private Wealth division in Bengaluru to provide high-net-worth and ultra-high-net-worth clients with bespoke multi-asset portfolio construction, advisory, and complex financial structuring services.
Running existing work“The role involves advising on 'bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products' and applying 'advanced solutions for UHNIs including cash flow planning, preservation strategies, estate planning, and taxation nuances.'”
Product areasMulti-asset portfolio construction · Mutual Funds (MF) · Portfolio Management Schemes (PMS) · Alternative Investment Funds (AIF) · Bonds · Structured Products · Global Funds/Products · Cash flow planning · Estate planning · Tax optimisation · Multi-entity strategies
GoalsProvide sophisticated portfolio construction and advisory for HNI and UHNI clients · Address allocation, selection, and deployment gaps in existing portfolios · Serve as a thought partner to relationship teams on large and complex clients
MarketsIndia