Job Title: Wealth Planner

Company: AIA Sri Lanka

Location: Colombo, Sri Lanka

Salary: LKR 100,000 – 200,000 per month

Company Description:

AIA Sri Lanka is a leading life insurer in Sri Lanka, dedicated to providing the right financial solutions in a constantly changing world. We offer Life & Health insurance solutions to secure the future of families, plan for retirement, meet educational needs, and other savings goals. As part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group, AIA Sri Lanka has the financial strength, service center network, and well-trained staff to serve our valued customers nationwide.

Role Description:

This is a full-time hybrid role for a Wealth Planner at AIA Sri Lanka located in Colombo. The Wealth Planner will be responsible for providing financial planning and investment management services to clients. The day-to-day tasks include creating and implementing personalized financial plans, managing investment portfolios, and providing expert advice on insurance products and finance. This position allows for flexibility with remote work options.

Key Responsibilities:

1. Financial Planning:
   • Develop and implement personalized financial plans tailored to the specific needs and goals of clients.
   • Conduct comprehensive financial assessments to understand clients’ financial status, goals, and risk tolerance.
   • Provide expert advice on retirement planning, educational savings, and other financial goals.
2. Investment Management:
   • Manage and monitor clients’ investment portfolios to ensure alignment with their financial objectives.
   • Conduct regular portfolio reviews and provide clients with updates on performance and market conditions.
   • Recommend investment strategies and products based on clients’ financial goals and risk tolerance.
3. Insurance and Risk Management:
   • Provide expert advice on a wide range of insurance products, including life, health, and disability insurance.
   • Assess clients’ insurance needs and recommend suitable insurance plans to protect their financial future.
   • Stay updated on the latest insurance products and market trends to provide clients with the best options.
4. Client Relationship Management:
   • Build and maintain strong relationships with clients, ensuring high levels of client satisfaction.
   • Act as the primary point of contact for clients, addressing their queries and concerns promptly.
   • Conduct regular meetings with clients to review their financial plans and make necessary adjustments.
5. Sales and Business Development:
   • Identify and pursue new business opportunities to expand the client base.
   • Develop and implement strategies to achieve sales targets and business growth.
   • Participate in networking events and seminars to promote AIA Sri Lanka’s services.
6. Compliance and Reporting:
   • Ensure all financial planning and investment activities comply with regulatory requirements and company policies.
   • Maintain accurate and up-to-date records of client interactions and financial plans.
   • Prepare regular reports on financial planning activities and client portfolio performance.

Qualifications:

• Financial Planning and Investment Management:
  • Strong knowledge of financial planning principles, investment management, and insurance products.
  • Experience in creating and implementing personalized financial plans.
• Industry Experience:
  • Previous experience in the insurance industry is an added advantage.
  • Familiarity with the regulatory environment and compliance requirements in Sri Lanka.
• Interpersonal and Communication Skills:
  • Excellent interpersonal skills to build and maintain client relationships.
  • Strong communication skills, both written and verbal, to explain complex financial concepts to clients.
• Self-Motivation and Technical Skills:
  • Highly self-motivated with the ability to work independently and manage time effectively.
  • Proficiency in using financial planning software and tools.
• Education:
  • A degree in Finance, Economics, Business Administration, or a related field.
  • Professional certifications such as CFP (Certified Financial Planner) or similar are advantageous.

Benefits:

• Competitive salary ranging from LKR 100,000 to 200,000 per month.
• Medical insurance.
• Flexible work options with remote work opportunities.
• Professional development and career advancement opportunities.
• Supportive and collaborative work environment.

Additional Information:

• Work Environment: AIA Sri Lanka offers a dynamic and supportive work environment that values innovation, collaboration, and professional growth. Our team is dedicated to providing high-quality financial solutions and excellent customer service.
• Training: Comprehensive training will be provided to ensure you are fully equipped to perform your duties effectively. You will have the opportunity to learn from experienced professionals and gain hands-on experience in financial planning and investment management.
• Career Development: AIA Sri Lanka is committed to the professional growth of our employees. As a Wealth Planner, you will have opportunities for advancement within the company and the chance to expand your skills and expertise.

Application Process:

Interested candidates are invited to submit their resume and cover letter to [insert application URL or email address]. Please include “Wealth Planner Application – AIA Sri Lanka” in the subject line. Applications will be reviewed on a rolling basis, and early applications are encouraged.

About AIA Sri Lanka:

AIA Sri Lanka is part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group. We are committed to helping individuals and families achieve their financial goals and secure their future. With a strong focus on innovation and customer service, we strive to provide the best financial solutions to our valued clients.

Why Join AIA Sri Lanka:

At AIA Sri Lanka, we believe in fostering a culture of innovation, collaboration, and continuous learning. Our team of dedicated professionals is passionate about making a positive impact on the lives of our clients. We value diversity and inclusivity and strive to create an environment where everyone can thrive and contribute to their fullest potential. Join us and be part of a team that is dedicated to excellence in financial planning and customer service.

Equal Opportunity Employer:

AIA Sri Lanka is an equal opportunity employer. We welcome applications from all qualified individuals, regardless of race, gender, disability, or any other legally protected status. If you need accommodation for any part of the employment application process due to a disability, please contact us at [insert contact email].

Join Us:

Apply now to become a part of AIA Sri Lanka and contribute to our mission of providing world-class financial solutions. Be a part of a team that values your contributions and supports your professional journey.