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Wealth Planner at AIA Insurance Lanka LTD Colombo

About Us

AIA Insurance Lanka LTD is a leading insurance provider in Sri Lanka, dedicated to helping individuals and families achieve their financial goals through tailored insurance and investment solutions. We are looking for a passionate and driven Wealth Planner to join our dynamic team in Colombo.

Responsibilities

Develop and maintain strong relationships with clients to understand their financial goals and needs.
Provide expert advice on wealth management, insurance products, and investment strategies.
Create customized financial plans and investment portfolios for clients.
Conduct regular reviews of clients' financial situations and adjust plans as necessary.
Stay updated on market trends and regulatory changes affecting the financial industry.
Collaborate with other financial professionals to deliver comprehensive solutions to clients.
Meet or exceed sales targets and contribute to the overall growth of the company.

Requirements

Bachelor’s degree in Finance, Business, or a related field.
Minimum of 2 years of experience in financial planning, wealth management, or a related field.
Strong understanding of financial products, investment strategies, and market trends.
Excellent communication and interpersonal skills.
Ability to build and maintain client relationships.
Professional certification (e.g., CFP, CFA) is a plus.
Proficient in Microsoft Office Suite and financial planning software.

Benefits

Competitive salary with performance-based incentives.
Comprehensive health insurance coverage.
Opportunities for professional development and career advancement.
Flexible working hours and a supportive work environment.
Access to a wide range of employee benefits and wellness programs.

Salary

The salary for this position is competitive and commensurate with experience.

How to Apply

If you are passionate about helping clients achieve their financial goals and meet the qualifications above, we would love to hear from you! Please send your resume and a cover letter to careers@aialanka.com with the subject line "Wealth Planner Application - [Your Name]." Applications will be accepted until [insert closing date].

Join Us

Become a part of AIA Insurance Lanka LTD and help shape the financial future of our clients. We look forward to your application!

Frequently asked questions

Use the Apply form on this page to submit your CV (PDF/DOC/DOCX). You can also include a short cover letter.

This position is FULL_TIME.

The role is based in Colombo.

Salary details are not disclosed by the employer.

No closing date is listed. Apply early as roles may be filled on a rolling basis.

Typically it includes an application review, one or more interviews, and (for some roles) a skills assessment or test. Exact steps may vary by employer.

The role is posted by AIA Insurance Lanka LTD.

Tailor your CV to match the role, keep it to 1–2 pages, and add a short cover letter describing how your recent work aligns with the job requirements.

Wealth Planner