[ finance ]
Portfolio Specialist - Wealth
Groww- Location
- Bengaluru-vtp, India
- Work mode
- On-site
- Type
- full time
- Listed
Applications go directly to Groww. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
This is a Senior Portfolio Specialist role at Groww, focusing on Wealth management. The specialist will provide sophisticated portfolio construction and advisory services, particularly for High Net Worth Individuals (HNI), including complex structures like succession planning, tax optimization, and multi-entity strategies.
Skills and focus areas
- portfolio advisory
- multi-asset solutions
- hni client needs
- succession planning
- tax optimization
- multi-entity strategies
Summary written by Ramai from the original posting. Full details and requirements are on Groww’s careers page.
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