Senior Wealth Planner (Part-Time, Hybrid)

About the role

AIA Sri Lanka is hiring a part-time Senior Wealth Planner based in Homagama, working on a hybrid basis that combines on-site duties with some work-from-home flexibility. The role advises clients on comprehensive financial planning covering wealth accumulation, protection and retirement planning, aligned with their long-term goals.

Key responsibilities

• Analyze client financial situations and recommend suitable insurance and investment solutions
• Review client portfolios regularly to keep them appropriate over time
• Meet clients in person and virtually
• Prepare financial plans and proposals
• Collaborate with internal teams to implement solutions
• Stay up to date on market trends, regulatory changes and AIA Sri Lanka's product offerings

Required profile

• Demonstrated experience in wealth planning, advisory or financial services
• Strong analytical, communication and client relationship management skills
• Ability to work independently in a hybrid environment, with high ethical standards and compliance with regulatory and company policies
• Relevant academic qualification in Finance, Economics, Accounting, Business or a related discipline; professional certifications such as CFP or CFA are an advantage

Required skills

• Financial planning and finance
• Investment management and portfolio construction and review
• Insurance knowledge to recommend life and health protection solutions
• Familiarity with financial planning tools, basic data analysis and presentation software