Wealth Management Advisor

AIA Sri Lanka

Moratuwa

Company Description AIA Sri Lanka is a leading life insurer in Sri Lanka, providing Life & Health insurance solutions to secure the future of families, plan for retirement, and meet educational and savings needs.

Part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group, AIA Sri Lanka has a strong financial foundation, extensive service center network, and well-trained staff to serve customers nationwide. Role Description This is a part-time hybrid role for an Associate Wealth Planner at AIA Sri Lanka located in Colombo, with flexibility for some remote work.

The Associate Wealth Planner will be responsible for financial planning, investment management, and overseeing investments.
• Additionally, the Associate Wealth Planner will handle finance and insurance-related tasks to meet the needs of clients. Qualifications Financial Planning, Investment Management, and Business Management skills
• Strong understanding of financial products and markets
•... More Detail

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