Company Description Leader Care Ventures Pvt. Ltd. is a trusted financial planning and services firm with over 25 years of experience in the wealth management industry. The organization manages more than 4,500 crores of funds for a diverse base of 21,000 clients, reflecting its strong track record and client confidence. Leader Care specializes in mutual funds, insurance, equity, bonds, PMS, AIFs, and a wide range of other financial instruments. The company is dedicated to helping individuals make informed investment decisions and secure their long-term financial future. Team members can expect to work in a professional environment focused on client-centric advisory and sustainable financial growth.
Role Description The Senior Wealth Manager role is a full-time, in office position based in Ahmedabad/ Mumbai/ Noida. The Senior Wealth Manager will be responsible for advising clients on comprehensive financial planning, designing and managing investment portfolios, and recommending suitable financial products aligned with clients’ goals and risk profiles.



Day-to-day tasks include conducting client consultations, reviewing and rebalancing portfolios, monitoring market trends, and preparing financial reports and proposals. The role also involves coordinating with internal teams, ensuring compliance with regulatory requirements, and maintaining long-term client relationships through regular reviews and proactive communication. The Senior Wealth Manager is expected to contribute to business growth by identifying new opportunities and providing high-quality, ethical financial advice.
Qualifications
Strong expertise in Financial Planning and Finance, with the ability to create tailored wealth management strategies.
Demonstrated experience in Investment Management and Investments, including portfolio construction and risk management.
Proven track record in client acquisition, advisory, relationship management, and delivering goal-based financial solutions with high ethical stand

📌 Senior Wealth Manager (Ahmedabad)
🏢 Leader Care
📍 Ahmedabad