Wealth Planner/Wealth Planner’s Manager

Company Website
Company Name: AIA Sri Lanka
Industry: Life Insurance
Job Location: Colombo, Sri Lanka
City: Colombo
Postal Code: 00100
Region: Western Province
Gender: Not Specified
Company Office Local Address: AIA Tower, 92 Dharmapala Mawatha, Colombo 07
Contact Info: +94 11 2310310
Email Address: info.lk@aia.com
Country: Sri Lanka
Job Type: Full-Time (Hybrid)
Currency: LKR
Job Average Salary Rate: LKR 120,000 – LKR 250,000 per month
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 delivers life and health insurance solutions designed to support long-term financial wellbeing. The company prioritizes customer needs, offers reliable protection plans, and provides guidance through experienced professionals dedicated to helping individuals secure their future.

Job Summary

This role focuses on providing financial planning guidance, managing investment needs, and offering tailored wealth solutions. The position requires building strong client relationships, delivering timely insights, and ensuring each client receives accurate financial direction aligned with their goals.

Responsibilities (Extracted)

The given job description does not list separate responsibilities.

Qualifications (Extracted)

• Proven expertise in Financial Planning and understanding of individual financial needs.
• Proficiency in Investment Management and Investments.
• Strong background in Finance with a solid understanding of Insurance services and products.
• Excellent communication, relationship-building, and problem-solving skills.
• Relevant certifications or qualifications in finance or insurance will be advantageous.
• Ability to work both independently and collaboratively in a hybrid working environment.

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 Wealth Planner/Wealth Planner’s Manager in Colombo only through the official careers website given apply link.

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Disclaimer: This job listing is aggregated by Jobpolia from publicly available sources. Jobpolia is a job aggregator and is not affiliated with the employer. We do not collect payments, application fees, or personal data from job seekers.

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