Wealth Planner's Manager
Join Our Team as a Wealth Planner's Manager
Are you passionate about helping individuals and families secure their financial future? Do you thrive on building relationships and providing tailored financial solutions? If so, we want you to be part of our dynamic team at AIA Sri Lanka.
Position: Wealth Planner's Manager
Location: AIA Tower, Colombo 07, western Province
About Us:
At AIA Insuarence, we are committed to empowering our clients to achieve their financial goals and dreams. With a legacy of excellence and a dedication to personalized service, we provide comprehensive insurance and wealth management solutions designed to protect and grow our clients' assets.
Job Description:
As a Wealth Planner, you will be at the forefront of helping clients navigate the complexities of wealth management and insurance planning. Your responsibilities will include:
Building and maintaining strong relationships with clients through proactive communication and exceptional service.
Conducting in-depth financial assessments to understand clients' goals, risk tolerance, and financial circumstances.
Developing customized wealth management strategies that incorporate insurance products to mitigate risk and optimize investment opportunities.
Collaborating with internal teams, including financial analysts and underwriters, to provide holistic financial solutions tailored to each client's needs.
Staying abreast of industry trends, market developments, and regulatory changes to ensure the delivery of up-to-date and relevant advice.
Strong analytical skills and attention to detail.
Excellent interpersonal and communication skills.
Ability to thrive in a fast-paced and dynamic environment.
Opportunity for professional growth and career advancement.
Competitive compensation package with performance-based incentives.
Comprehensive benefits package, including health insurance, retirement plans, and tuition reimbursement.
Supportive and collaborative work culture that values diversity and innovation.
How to Apply:
If you are ready to take your career to the next level and make a meaningful impact in the lives of others, we invite you to apply for the Wealth Planner position at AIA. Please submit your Cv in this website or Send Email (sisirajayaweera58aia@gmail.com) to by 2024/03/30.
Join us in shaping the future of wealth management and insurance planning.