Portfolio Specialist - Wealth

Overview

Portfolio Specialist for Wealth focused on advising UHNI and family office clients with sophisticated, multi-asset portfolio construction.

What you'll do

• Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, and Structured/Global Products.
• Review and redesign existing portfolios, addressing allocation, selection, and deployment gaps.
• Apply advanced solutions for UHNIs, including cash flow planning and preservation strategies.
• Continuously monitor client portfolios and recommend rebalancing actions.
• Act as a thought partner to relationship teams on large and complex clients.

What you'll need

• Have 3+ years of experience in wealth advisory for UHNI or Family Office clients.
• Have in-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks.
• Have preferred qualifications such as CFA, CA, or MBA Finance.
• Demonstrate high client engagement and consultative skills.

Details

• Location: Mumbai, India.