Description
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.
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.