Wealth Planner / Wealth Planner’s Manager
Introductory Summary
AIA Sri Lanka is looking for passionate, driven, and client-focused individuals to join our growing team as Wealth Planners or Wealth Planner’s Managers. This role offers the opportunity to make a meaningful difference in people’s lives by guiding them toward financial security, long-term investments, and life protection solutions. Based in Colombo with hybrid work options, this full-time position allows you to combine flexibility with the prestige of working for one of the world’s leading insurance and financial services providers.
About the Company
AIA Sri Lanka is a leading life insurer in the country and part of the AIA Group, the largest independent publicly listed pan-Asian life insurance organization. With over a century of expertise across Asia, AIA is deeply committed to helping individuals and families plan for a secure future through comprehensive life, health, savings, and retirement solutions.
In Sri Lanka, we serve a wide and diverse customer base through innovative financial products, a dedicated service network, and customer-first solutions designed to address the unique challenges of today’s ever-changing world. Our vision is to help people live healthier, longer, and better lives. Headquartered in Colombo, we operate with strong values of integrity, customer-centricity, and professionalism, while fostering a supportive workplace culture that encourages career growth and personal development.
Location: AIA Sri Lanka, Parkland Building, 33 Park Street, Colombo 02, Sri Lanka.
The Role & Responsibilities
The Wealth Planner / Wealth Planner’s Manager role is a dynamic and rewarding career opportunity for individuals who are motivated to empower clients with sound financial planning and wealth management solutions. The responsibilities go beyond sales, focusing on building long-term trust and partnerships with clients. Key duties include:
- Financial Planning: Assess client needs, aspirations, and risk appetite to design tailored financial plans that address both short- and long-term goals.
- Wealth Management: Provide expert guidance on investment strategies and manage portfolios to ensure clients achieve sustainable financial growth.
- Insurance Advisory: Recommend life and health insurance products that safeguard clients and their families from future uncertainties.
- Market Awareness: Keep clients informed about industry trends, market movements, and investment opportunities, ensuring they make well-informed decisions.
- Client Relationship Building: Establish lasting relationships by delivering personalized service, consistent follow-ups, and empathetic guidance that reflects a deep understanding of each client’s unique needs.
- Team Leadership (for Manager Role): Lead, train, and mentor a team of Wealth Planners, helping them refine their skills and reach performance milestones.
Qualifications
To excel in this role, candidates should possess both technical expertise and strong interpersonal skills. While specific qualifications may vary, the following are essential:
- Financial Planning and Investment Knowledge: A solid grounding in personal finance, investments, and wealth management strategies to help clients grow and preserve their assets.
- Insurance Expertise: A strong understanding of insurance solutions and how they integrate into a client’s broader financial strategy.
- Educational Background: A degree in Finance, Business, Economics, or a related field is advantageous. Professional certifications in financial planning or investment management will be considered an asset.
- Communication and Interpersonal Skills: The ability to explain complex financial concepts in simple terms while building trust and rapport with clients.
- Teamwork and Independence: Demonstrated capacity to work effectively as part of a team while also thriving in an independent, self-driven environment.
The Role Duties and Benefits
This role is designed not only to challenge your abilities but also to reward you with growth opportunities and meaningful benefits.
- Daily Duties: Meet with clients to analyze their financial positions, provide recommendations, and update them on progress toward their goals. Regularly review portfolios to ensure optimal performance.
- Hybrid Work Flexibility: Balance office collaboration in Colombo with the ability to manage tasks remotely, offering you a healthier work-life balance.
- Medical Insurance: Comprehensive coverage for you and your family, ensuring peace of mind and protection against unexpected health costs.
- Career Development: Access to continuous training programs, mentorship, and exposure to regional expertise within the AIA Group.
- Earning Potential: Competitive remuneration packages with performance-based incentives and rewards that recognize both individual and team achievements.
What We’re Looking For
The ideal candidate for this role is more than just skilled with numbers—they are empathetic, trustworthy, and highly motivated to help clients achieve financial independence.
- Personality Traits: Driven, proactive, and adaptable individuals who are committed to personal growth and client success.
- Soft Skills: Active listening, problem-solving, negotiation, and relationship management skills that inspire confidence in clients.
- Professional Mindset: A strong sense of ethics and responsibility, with the discipline to maintain compliance with regulatory standards while delivering exceptional service.
- Leadership Qualities (Manager Role): An inspiring leader who can guide, support, and elevate team members to achieve collective goals.
Why Join Us
Joining AIA Sri Lanka means becoming part of a forward-thinking company that values its employees as much as its clients. You will have the opportunity to:
- Work with Purpose: Play a crucial role in helping families secure their financial futures and live with greater confidence.
- Grow with a Global Leader: As part of the AIA Group, you gain access to international best practices, cutting-edge resources, and a network of industry experts.
- Thrive in a Supportive Culture: Experience a workplace that fosters collaboration, continuous learning, and recognition of your achievements.
- Enjoy Long-Term Stability: Benefit from working in an industry that continues to grow in importance, with AIA standing as a trusted brand in Asia for over a century.
At AIA Sri Lanka, we believe in empowering our employees to achieve their fullest potential while delivering excellence to our customers. If you are ready to build a rewarding career in financial planning and wealth management, we welcome you to join us and make a difference.
Published By Amila Kulathunga