Website AIA Sri Lanka
Financial advisers/ Life Insurance
Company Website
Company Name: AIA Sri Lanka
Industry: Life Insurance / Financial Services
Job Location: Colombo
City: Colombo
Postal Code: 00100
Region: Western Province
Gender: Not Specified
Company Office Local Address: AIA Tower, 92 Dharmapala Mawatha, Colombo 07
Country: Sri Lanka
Job Type: Part-Time / Hybrid
Currency: LKR
Job Average Salary Rate: LKR 45,000 – 120,000 monthly
Estimated range based on market data. Actual salary may vary. This salary range is an estimation made by Job Polia.
About AIA Sri Lanka
AIA Sri Lanka operates as a leading life and health insurance provider, offering a broad range of financial protection solutions across the country. The company supports long-term financial security through customer-focused services and trusted advisory support.
Job Summary
The Wealth Planning Executive role focuses on helping clients plan their financial futures through tailored advice and strategic guidance. The position involves client meetings, plan implementation, and providing insights on insurance, investments, and retirement solutions within a hybrid work setting.
Responsibilities
• Help individuals and families develop financial plans to achieve their personal goals.
• Provide tailored advice in areas such as life insurance, health insurance, retirement planning, and investments.
• Meeting with clients to assess their financial needs.
• Creating and recommending appropriate strategies.
• Assisting clients in implementing their plans effectively.
Qualifications
• Strong knowledge and skills in Financial Planning and Finance
• Experience or expertise in Retirement Planning and Investments
• Proficiency in providing Financial Advisory services
• Excellent interpersonal and communication skills to build strong client relationships
• Proven ability to work independently and in a hybrid environment
• Bachelor’s degree in Finance, Economics, or a related field is preferred
• Prior experience in the life insurance or financial services industry is an advantage
• Commitment to continuous learning and staying updated on industry trends
Disclaimer
This job listing is aggregated from publicly available sources. We are not the employer. Please apply only via the official careers page. Please apply to Financial advisers/ Life Insurance Colombo only through the official careers website given apply link.
Discover financial adviser job opportunities in Colombo with clear responsibilities, qualifications, and application details for candidates seeking part-time hybrid roles.
To apply for this job please visit lk.linkedin.com.