Wealth Planner

About the role

AIA Sri Lanka is looking for a full-time Wealth Planner to work on site in Colombo. The role supports clients in building and protecting their wealth through tailored financial and insurance solutions, working closely with internal teams and aiming to meet sales and service targets.

Key responsibilities

• Assess client financial goals and conduct needs analysis
• Recommend life and health insurance products, investment options and savings plans
• Prepare financial plans and explain product features and benefits
• Maintain regular follow-ups to adjust strategies as clients' circumstances change
• Collaborate with internal teams on accurate policy administration and high-quality customer service
• Stay informed about market trends, regulatory changes and company offerings
• Promote AIA Sri Lanka's brand and values professionally and ethically

Required profile

• Diploma or degree in Finance, Economics, Business, Accounting or a related field preferred
• Professional certification in financial planning or insurance is an advantage
• Previous experience in financial advisory, banking, insurance or wealth management is beneficial

Required skills

• Financial planning and finance skills to assess client needs and structure solutions
• Investment management skills to recommend options matched to risk profiles and objectives
• Solid knowledge of insurance to explain policy terms clearly
• Analytical, numerical and problem-solving abilities, with attention to detail in documentation and compliance
• Excellent communication and interpersonal skills, able to build trust and explain complex ideas simply
• Ability to work in a target-driven environment, manage time effectively and act with integrity