AIA Sri Lanka
Job description
Company Description
AIA Sri Lanka is a leading life insurer that offers Life & Health insurance solutions to secure the future of families, plan retirements, meet education needs, and other savings goals. As part of the AIA Group, we have the financial strength, experience, service center network, and well-trained staff to serve customers nationwide.
Role Description
This is a full-time on-site role for a Wealth Planner located in Colombo District. The Wealth Planner will be responsible for financial planning, investment management, investments, finance, and insurance to help clients secure their financial future.
Qualifications
• Financial Planning and Investment Management skills
• Experience in Investments and Finance
• Knowledge of Insurance practices
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work collaboratively with clients and team members
• Bachelor’s degree in Finance, Economics, Business, or related field