Wealth Planner

About the role

AIA Group Limited, a pan-Asian life insurance group, is hiring a Wealth Planner to give individual and corporate clients holistic financial planning and wealth management advice, aligned with AIA's long-term savings and protection solutions. The role is full-time and hybrid, based in the Colombo district, with a mix of on-site client meetings and office work and some work-from-home flexibility.

Key responsibilities

• Assess client financial goals and conduct needs analyses
• Recommend suitable insurance and investment products and develop personalized wealth plans
• Review client portfolios regularly and monitor market developments
• Prepare client reports and ensure compliance with regulatory and company standards
• Collaborate with internal teams and partners, take part in client acquisition initiatives, and support financial literacy and advisory events

Required profile

• Experience in wealth management, private banking, insurance advisory or financial services, preferably with client-facing responsibilities
• Ability to build long-term client relationships and explain complex concepts clearly
• High ethical standards, attention to detail and familiarity with regulatory requirements in finance and insurance
• Ability to work effectively in a hybrid environment

Required skills

• Financial planning and investment management to design and review diversified portfolios aligned with risk and return objectives
• Knowledge of insurance products and practices to integrate protection solutions into wealth and retirement strategies
• Analytical, communication and interpersonal skills