Wealth Planner

Company Description AIA Sri Lanka is a leading life insurer committed to supporting people with the right financial solutions in a rapidly changing world. The company offers Life and Health insurance products that help individuals and families secure their future, plan for retirement, and meet children’s higher education and other savings needs. As part of AIA Group, the largest independent publicly listed pan-Asian life insurance group, AIA Sri Lanka benefits from strong financial stability and regional expertise. With an extensive service centre network and well-trained staff, the company serves customers across Sri Lanka with a focus on long-term relationships and reliable protection.Role Description The Wealth Planner is responsible for providing personalized financial planning and insurance solutions to clients, helping them achieve long-term financial security and investment goals. Day-to-day activities include assessing client needs, analyzing financial situations, recommending suitable life and health insurance products, and creating tailored savings and retirement plans. The role involves regular client meetings, portfolio reviews, and collaboration with internal teams to ensure high-quality service and compliance with regulatory standards. This is a full-time hybrid role based in Nugegoda, with a combination of on-site client interactions and some work-from-home flexibility.Qualifications Candidates should possess skills in Financial Planning and Finance to analyze client needs and develop comprehensive wealth plans.Candidates should possess skills in Investment Management and Investments to recommend suitable investment options aligned with client risk profiles.Candidates should possess skills in Insurance to structure appropriate life and health coverage and explain policy features clearly.Candidates should have strong interpersonal and communication skills to build trust, present recommendations, and maintain long-term client relationships.Candidates should demonstrate analytical and numerical skills, with proficiency in basic financial tools and software.Candidates should ideally have prior experience in financial services, banking, or insurance; professional certifications in finance or insurance are an advantage.Candidates should hold a relevant diploma or degree in Finance, Economics, Business, or a related field.Candidates should be self-motivated, target-oriented, and comfortable working in a hybrid environment with both in-person and remote responsibilities.