Wealth Management Advisor

Great Believers

Moratuwa, Sri Lanka

Role Description

This is a full-time hybrid role for a Wealth Management Advisor at Great Believers in Moratuwa, with flexibility for some remote work. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, investment, and wealth management services to clients. The Advisor will also work with clients on financial strategies and creating a comprehensive financial plan.

Wealth Advisor

Qualifications
• Strong knowledge of financial planning, retirement planning, investments, and wealth management services
• Degree in Finance or related field
• Excellent client management and communication skills
• Ability to work independently and as part of a team
• Strong attention to detail and analytical skills
• Experience in the finance industry is a plus
• Certifications such as CFP or CFA are preferred More Detail

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