Wealth Manager

Company DescriptionAIA Sri Lanka is a leading life insurer committed to helping people secure their financial future in a rapidly changing world. The company offers Life and Health insurance solutions that support family protection, retirement planning, higher education funding, and broader savings needs. As part of AIA Group, the largest independent publicly listed pan-Asian life insurance group, AIA Sri Lanka benefits from strong financial backing and extensive regional expertise. With a nationwide service centre network and well-trained staff, the organization focuses on delivering trusted, long-term value to customers across Sri Lanka.Role DescriptionThe Wealth Management Advisor is a full-time, on-site role based in Colombo. This role involves meeting with clients to understand their financial goals, risk tolerance, and long-term aspirations, and recommending suitable wealth management solutions. The advisor will design and present financial and retirement plans, propose investment options, and align insurance products with overall financial strategies. Day-to-day tasks include conducting financial reviews, monitoring portfolio performance, providing regular updates, and adjusting strategies based on market conditions and client needs. The role also requires maintaining detailed records, adhering to regulatory and compliance standards, and collaborating with internal teams to deliver seamless client service.QualificationsStrong Financial Planning and Finance skills to assess client needs and develop comprehensive financial strategies.Expertise in Retirement Planning and Wealth Management Services to design long-term, goal-based solutions.Knowledge of Investments and related products to recommend suitable portfolios aligned with client risk profiles.Excellent communication, interpersonal, and relationship-building skills to engage a diverse client base.Ability to analyze financial data, interpret market trends, and make informed recommendations.High ethical standards, attention to detail, and commitment to regulatory compliance.Prior experience in wealth management, financial advisory, banking, or insurance is preferred.💼 Who We’re Looking For:1–2 years experience in Insurance / Finance / Banking / Real Estate / Pharma / Leasing / Airline / Education / Sales or Service industriesStrong communication & interpersonal skillsLeadership mindset with a “bounce-back” attitudeColombo & Suburbs based candidates preferredComputer literate & target driven💰 What You Get:Unlimited income potential (performance-based)Attractive bonuses & incentivesInternational RecognitionOverseas travel opportunities 🌍Fast career progressionContinuous training & developmentFlexible digital working environmentHealth and Medical InsuranceLife Insurance📈 Career GrowthHigh performers will be fast-tracked into Managerial positions.📩 If you are ambitious and ready to grow, apply or message directly for details.