Wealth Planner

  • Full Time
  • Kandy
  • 80,000 – 150,000 LKR / Month

Website AIA Sri Lanka

Wealth Planner

Company Website Link
Company Name: AIA Sri Lanka
Industry: Insurance / Financial Services
Job Location: Kandy, Gampola, Matale, Mawanella, Polonnaruwa & Dehiaththakandiya
City: Kandy
Postal Code: 20000
Region: Central Province
Gender: Male / Female
Company Office Local Address: No. 92, Dharmapala Mawatha, Colombo 07, Sri Lanka
Contact Info: info@aia.com.lk
Email Address: info@aia.com.lk
Country: Sri Lanka
Job Type: Full-time (On-site)
Currency: LKR
Job Average Salary Rate: LKR 80,000 – 150,000 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, part of the AIA Group, is a trusted life insurance company offering comprehensive financial, life, and health solutions across Sri Lanka. The company focuses on protecting families and building long-term financial security.


Job Summary

The Wealth Planner will design financial strategies, manage client portfolios, and provide expert advice on insurance and investment products. The role includes conducting financial analyses, understanding market trends, and tailoring solutions to clients’ specific financial objectives.


Qualifications

• Bachelor’s degree in any
• Strong analytical and strategic thinking abilities
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team


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 (Kandy) only through the official careers website given apply link.

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Join AIA Sri Lanka as a Wealth Planner in Kandy. Develop strategic financial plans and guide clients toward secure, long-term financial success.

To apply for this job please visit lk.linkedin.com.