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Portfolio Specialist - Wealth
Banking Financial Services
💰 Salary Not shared
📊 Market ₹80,000–₹150,000/mo (₹960,000–₹1,800,000/yr)
About the Company
Radical customer centricity Ownership-driven culture Keeping everything simple Long-term thinking Complete transparency 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.
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.
- ● 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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