Wealth Planner

Overview

AIA Sri Lanka, Kadawath Branch is looking for motivated and customer-focused individuals with strong communication skills, a positive attitude, and a passion for building relationships.

Key Responsibilities:

• Understand clients’ financial goals and help them plan for their future.
• Guide individuals and families towards suitable financial protection, savings and retirement solutions.
• Develop personalised financial plans based on clients’ needs and priorities.
• Build meaningful, long-term relationships with clients through ongoing guidance and support.
• Review clients’ changing needs and recommend appropriate solutions.
• Develop your professional network while working towards individual performance goals.
• Participate in structured training and continuously develop your knowledge of financial planning and wealth management.

You Would Have:

• Strong communication and interpersonal skills.
• Good numerical and analytical skills.
• A customer-focused and target-oriented attitude.
• The ability to build relationships and work independently.
• School leavers and undergraduates are encouraged to apply!!

What We Offer:

• Competitive and Attractive Salary.
• Performance-Based Incentives.
• Flexible Working Arrangements.
• Medical Insurance.
• Training & Career Growth.

BE PART OF A WORLD-CLASS COMPANY

Unlock your potential. Build a successful future.