Associate Wealth Planner

AIA
12 days ago
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1 Applied
Expires on: Oct 30 2024
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Ref.No 00005843

Description

This is a part-time hybrid role for an Associate Wealth Planner at AIA Sri Lanka located in Colombo, with flexibility for some remote work.


The Associate Wealth Planner will be responsible for financial planning, investment management, and overseeing investments.

  • Additionally, the Associate Wealth Planner will handle finance and insurance-related tasks to meet the needs of clients.
  • Qualifications - Financial Planning, Investment Management, and Business Management skills
  • Strong understanding of financial products and markets
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
Skills
Finance
Wealth Planning
Industry Sector