Wealth Manager

About the role

AIA Sri Lanka is looking for a Wealth Manager for a part-time hybrid position based in Colombo, with flexibility for some work from home. The role supports clients in building personalized financial plans focused on life, health and long-term wealth protection needs.

Key responsibilities

• Assess clients' financial goals and recommend suitable insurance and investment solutions.
• Monitor portfolios to keep them aligned with changing circumstances.
• Hold regular client meetings and prepare financial reports.
• Collaborate with internal teams to ensure seamless service delivery.
• Stay up to date with market trends and regulatory requirements.

Required profile

• Strong skills in financial planning and finance to assess client needs and design comprehensive wealth solutions.
• Expertise in investment management to construct, review and optimize client portfolios.
• Knowledge of insurance products and strategies to integrate protection and risk management into financial plans.
• Relevant academic background in Finance, Economics, Accounting, Business or a related field.
• Professional certifications such as CFP, CIMA or CFA are an advantage.
• Fluency in English; proficiency in Sinhala and/or Tamil is beneficial.

Required skills

• Excellent analytical, communication and interpersonal skills, with the ability to build long-term client relationships.
• High ethical standards, attention to detail and a client-centric mindset.