Wealth Planner

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets including Sri Lanka and other key locations in Asia-Pacific. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions in most of its markets. As of 30 June 2026, the Group managed total assets of US$360 billion, reflecting its financial strength and stability. AIA offers a broad range of solutions including life, accident, and health insurance, savings plans, employee benefits, credit life, and pension services, serving over 45 million individual policyholders and more than 16 million group scheme members. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited with American Depositary Receipts traded over-the-counter under the ticker symbol “AAGIY”.Role Description The Wealth Planner at AIA will provide comprehensive financial guidance to individual and corporate clients, helping them plan for long-term savings, protection, and retirement goals. Day-to-day responsibilities include assessing client financial situations, developing tailored wealth and protection plans, recommending suitable insurance and investment solutions, and conducting periodic reviews to keep plans aligned with changing needs. The role also involves maintaining strong client relationships, preparing clear documentation, collaborating with internal teams, and staying current on market trends, regulatory requirements, and AIA product offerings. This is a full-time hybrid role based in the Colombo District, with a combination of office-based work and some work-from-home flexibility.Qualifications Candidates should possess strong skills in Financial Planning and Finance, including budgeting, goal setting, and long-term wealth structuring.Candidates should possess skills in Investment Management and Investments, with the ability to evaluate risk, return, and portfolio suitability for diverse client profiles.Candidates should possess knowledge of Insurance, including life, health, and protection products, and how they integrate into holistic financial plans.Relevant academic background such as a degree or diploma in Finance, Economics, Business, Accounting, or a related field is beneficial.Professional certifications (e.g., CFP, CFA, or equivalent), prior experience in financial advisory or wealth management, and familiarity with regulatory and compliance requirements are advantageous.Strong analytical, communication, and interpersonal skills, with the ability to explain complex financial concepts clearly and build trust-based client relationships.Comfort with digital tools, reporting systems, and remote collaboration, along with a high level of integrity and commitment to client-centric service.