Wealth Management Advisor

About the role

AIA Sri Lanka is looking for a full-time, on-site Wealth Management Advisor based in Colombo. The advisor meets clients to understand their financial goals, risk tolerance and long-term aspirations, recommends suitable wealth management solutions, designs and presents financial and retirement plans, proposes investment options and aligns insurance products with overall financial strategies.

Key responsibilities

• Meet clients to understand their financial goals, risk tolerance and long-term aspirations
• Design and present financial and retirement plans, and propose investment options
• Conduct financial reviews and monitor portfolio performance
• Provide regular updates and adjust strategies based on market conditions and client needs
• Maintain detailed records and adhere to regulatory and compliance standards
• Collaborate with internal teams to deliver seamless client service

Required profile

• 1-2 years of experience in insurance, finance, banking, real estate, pharma, leasing, airline, education, sales or service
• Prior experience in wealth management, financial advisory, banking or insurance is preferred
• Colombo and suburbs based candidates preferred
• Strong communication and interpersonal skills, leadership mindset, computer literacy and a target-driven approach

Required skills

• Financial planning and finance skills to assess client needs and build comprehensive strategies
• Retirement planning and wealth management expertise
• Knowledge of investments and related products
• Ability to analyse financial data and interpret market trends

What we offer

• Performance-based income with attractive bonuses and incentives
• International recognition and overseas travel opportunities
• Fast career progression, with high performers fast-tracked into managerial positions
• Continuous training and development, and a flexible digital working environment
• Health and medical insurance and life insurance