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Wealth Planner – AIA Sri Lanka in Kolombo, Provinsi Barat

AIA Sri Lanka
Published 2 months ago

AIA Sri Lanka is currently accepting applications for the position of Wealth Planner in the Provinsi Barat area. We are actively seeking qualified candidates for this Full-time opportunity.

We are looking for individuals who possess strong Finance and Sales skills and have a minimum of Entry level in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.

AIA Sri Lanka operates within the Insurance industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.

Job Information

Company:AIA Sri Lanka
Position:Wealth Planner
Region:Kolombo - Provinsi Barat, Provinsi Barat
Education:Confidential
Job Function:Finance and Sales
Seniority Level:Entry level
Job Type:Full-time
Industry:Insurance

Job Description

Company Description: AIA Sri Lanka is a leading life insurer offering Life & Health insurance solutions to secure families’ futures, plan retirements, meet education needs, and savings goals. As part of the AIA Group, we provide financial strength, experience, service center network, and well-trained staff nationwide.

Role Description: This full-time on-site role for a Wealth Planner in Colombo District involves financial planning, investment management, finance, and insurance to ensure clients’ financial security.

Qualifications:

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Knowledge of Insurance practices
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Ability to work collaboratively with clients and team members
  • Bachelor’s degree in Finance, Economics, Business, or related field

Benefit

  • Overtime bonus
  • Gaining experience
  • Comfortable work environment

Application Requirements

  • Physically and mentally healthy
  • Minimum age of 17 years
  • Disciplined and punctual
  • Honest and responsible
  • Good personality
  • Enthusiasm in working and learning
  • For other requirements, please check through the job form.

Company address

Province Provinsi Barat
City Kolombo
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Job Application Information

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Company Information

AIA Sri Lanka

Industry: Insurance

AIA Sri Lanka is a leading insurance company in Sri Lanka, known for its innovative products and exceptional customer service. With a strong presence in the insurance market, AIA Sri Lanka offers a wide range of life insurance, health insurance, and investment products to meet the diverse needs of its customers. The company is committed to providing financial protection and peace of mind to individuals and families across Sri Lanka, through their reliable and efficient services. AIA Sri Lanka is dedicated to making a positive impact on the lives of their customers, helping them secure their futures and achieve their financial goals.