- Wealth Management Advisor Moratuwa
- AIA Sri Lanka in Moratuwa, , Sri Lanka
- jobs
- 1 week ago
jobs 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 offer Life & Health insurance solutions to secure the future of families, plan retirements, meet education needs, and other savings goals. With financial strength, service centre network, and well-trained staff, we are dedicated to providing the right financial solutions in a changing world.
Role Description
This is a full-time hybrid role for a Wealth Management Advisor at AIA Sri Lanka in Moratuwa. The Wealth Management Advisor will be responsible for financial planning, retirement planning, managing investments, providing financial advice, and offering wealth management services. This role allows for flexibility with some remote work.
Qualifications
• Financial Planning and Retirement Planning skills
• Investments and Finance knowledge
• Wealth Management Services expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Relevant professional certifications or licenses (e.g., CFP, CFA)
• Bachelor's degree in Finance, Business, Economics, or related field
Moratuwa Sri Lanka