Wealth Management Advisor – Jobs in Kurunegala

Job Description

Company Description

AIA Sri Lanka is a leading life insurer in Sri Lanka, part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group. We provide Life & Health insurance solutions to secure the future of families, plan retirements, and meet education and savings needs. With financial strength, experience, and a nationwide service center network, we are committed to helping our valued customers.

Role Description

This is a full-time hybrid role for a Wealth Management Advisor at AIA Sri Lanka in Kurunegala, with flexibility for some remote work. The Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, finance, and wealth management services. The role involves providing personalized financial solutions to clients, analyzing their financial goals, and offering guidance to achieve financial security and growth.

Qualifications
• Financial Planning and Wealth Management Services skills
• Retirement Planning and Investments expertise
• Finance knowledge and experience
• Excellent communication and interpersonal skills
• Ability to analyze financial data and trends
• Strong ethics and a commitment to client confidentiality
• Relevant professional certifications (e.g., CFP, CFA) is a plus