Financial Advisor

Job description
Company Description

HNB Assurance PLC, a subsidiary of Hatton National Bank, is a leading public limited liability company in Sri Lanka specializing in both Life and General Insurance business. The company was incorporated in 2001 and has a stated capital of Rupees three hundred and seventy-five million. With strong backing from the Bank, HNB Assurance is a trusted entity in the insurance industry.

Role Description

This is a full-time on-site role for a Financial Advisor at HNB Assurance PLC in Kiribathgoda. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a daily basis. The role involves closely collaborating with clients to understand their financial goals and recommending suitable strategies to help them achieve their objectives.

Qualifications
• Financial Planning and Retirement Planning skills
• Experience in Finance and Investments
• Financial Advisory expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• Bachelor’s degree in Finance, Business, Economics, or related field