Personal Financial Advisor to Manager

Personal Financial Advisor to Manager

Company Website 
Company Name: Union Assurance PLC
Industry: Insurance / Financial Services
Job Location: Colombo
City: Colombo
Postal Code: 00200
Region: Western Province
Gender: Any
Company Office Local Address: Union Assurance Head Office, No. 20, St. Michael’s Road, Colombo 03, Sri Lanka
Contact Info: Not provided
Email Address: Not provided
Country: Sri Lanka
Job Type: Full-time
Currency: LKR
Job Average Salary Rate: LKR 150,000 – 300,000 monthly
Estimated range based on market data. Actual salary may vary. This salary range is an estimation made by Job Polia.

About Union Assurance

Union Assurance PLC is a leading life insurance company in Sri Lanka, licensed by the Insurance Regulatory Commission of Sri Lanka (IRCSL). The company focuses on providing financial security, confidence, and well-being for individuals and families, empowering them to achieve stability and progress.

Job Summary

The Personal Financial Advisor to Manager role involves assisting clients in financial planning, personal finance management, and retirement strategies. The position emphasizes client relationship development, tailored financial guidance, and achieving personal and organizational goals within a dynamic professional environment.

Responsibilities

• Assist clients with their financial planning and personal finance management.
• Design and recommend financial strategies for retirement planning and other financial needs.
• Guide clients in managing their finances and achieving financial goals.
• Expand client relationships and provide high-level financial services tailored to individual requirements.

Qualifications

• Expertise in Financial Planning and Personal Finance.
• Knowledge of Finance and Financial Services.
• Understanding of Retirement Planning principles and strategies.
• Strong interpersonal, communication, and client relationship management skills.
• Proficiency in analyzing financial data and creating customized financial solutions.
• Professional qualifications in financial planning or related areas are an advantage.
• Experience in the financial or insurance sector is preferred.

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 Personal Financial Advisor to Manager – Colombo only through the official careers website given apply link.

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Join Union Assurance PLC in Colombo as a Personal Financial Advisor to Manager. Apply now for a rewarding finance career with growth-focused opportunities.