Wealth Planner / Manager / Team Leader / Group Manager

About the role

AIA Sri Lanka is hiring a full-time, on-site Wealth Planner / Manager / Team Leader / Group Manager based in Kottawa. The role engages with clients to understand their financial goals and recommends life, health and wealth management solutions, while also building and leading teams.

Key responsibilities

• Conduct financial needs assessments and present tailored investment and insurance options
• Provide ongoing portfolio reviews
• Build and lead teams, set performance targets and mentor team members
• Ensure compliance with company policies and regulatory standards
• Collaborate with internal departments to deliver quality service, keep accurate records and support client acquisition and retention

Required profile

• Bachelor's degree in Finance, Economics, Business or a related field preferred; professional financial or insurance certifications are an advantage
• Experience in team leadership or people management, including coaching, performance monitoring and goal setting
• Familiarity with local financial and insurance regulations and a commitment to ethical, compliant practice

Required skills

• Strong financial planning skills, assessing client needs and developing comprehensive financial strategies
• Knowledge of investment management, explaining risk, return and diversification
• Solid understanding of life and health insurance products
• Client relationship management, communication and presentation skills
• Analytical, organizational and problem-solving abilities in a structured, on-site environment