Assistant Manager

Company Description PMF Finance PLC is a financial services provider in Sri Lanka with over 40 years of industry experience. The company is strengthened by international partnerships, enabling access to a broad range of expertise and resources. PMF Finance PLC offers financial products and services designed to support individuals and small and medium-sized enterprises on their path to growth and success. Team members contribute to helping Sri Lankans achieve their financial goals through responsible and innovative financial solutions.Role Description This is a full-time, on-site Financial Advisor role based in Colombo. The Financial Advisor will meet with clients to assess their financial goals, risk tolerance, and current financial situation. Day-to-day responsibilities include developing tailored financial plans, advising on savings, investments, retirement planning, and other financial strategies. The role involves monitoring client portfolios, reviewing performance, and recommending adjustments as needed. The Financial Advisor will also prepare reports, maintain accurate records, and collaborate with internal teams to ensure clients receive high-quality, compliant financial services.Qualifications Candidates should possess strong Financial Planning and Retirement Planning skills to design comprehensive, long-term strategies for clients.Candidates should possess solid Finance and Investments skills to evaluate products, analyze market trends, and recommend suitable solutions.Candidates should possess Financial Advisory skills to provide clear, ethical guidance and build trusted relationships with clients.Relevant academic background such as a degree or professional qualification in Finance, Economics, Accounting, or a related field.Strong analytical, numerical, and problem-solving abilities, with attention to detail and accuracy.Effective communication and interpersonal skills to explain complex financial concepts in accessible terms.Proven ability to work in a regulated financial environment, adhering to compliance and risk management standards.Prior experience in banking, financial services, or wealth management is an advantage.