Wealth Planner

Company Description AIA Sri Lanka is a leading life and health insurance provider, offering financial solutions that help individuals and families navigate a changing world. The company delivers protection and savings products to secure family futures, plan for retirement, support children’s higher education, and meet broader long-term financial goals. As part of AIA Group, the largest independent publicly listed pan-Asian life insurance group, AIA Sri Lanka benefits from strong financial backing and deep industry expertise. With an extensive service center network and well-trained staff, the company serves customers across Sri Lanka and is committed to building lasting, trust-based relationships.Role Description</strong> The Wealth Planner role is a full-time, hybrid position based in Colombo, with flexibility for some work-from-home arrangements. The Wealth Planner will meet with clients to understand their financial goals, risk appetite, and life-stage priorities, and will develop tailored wealth and protection plans using AIA Sri Lanka’s range of life and health insurance products and related financial solutions. Daily responsibilities include analyzing clients’ current financial situations, recommending suitable insurance and investment options, conducting regular portfolio reviews, and ensuring ongoing alignment with clients’ objectives. The role also involves maintaining accurate records, following regulatory and compliance guidelines, collaborating with internal teams, and actively participating in sales and marketing initiatives to grow the client base.QualificationsStrong Financial Planning skills, including goal-based planning and cash flow analysis.Knowledge of Investment Management and Investments, with the ability to explain risk and return clearly.Solid understanding of Finance principles, including personal finance and wealth-building strategies.Experience or familiarity with Insurance products, especially life and health insurance solutions.Relevant academic background in Finance, Economics, Business, Accounting, or a related field.Excellent communication and interpersonal skills, with the ability to build long-term client relationships.Analytical mindset, attention to detail, and strong ethical standards, with a commitment to regulatory compliance.Prior experience in financial advisory, banking, insurance, or wealth management is an advantage.