Professional Wealth Planners Managers

AIA
a month ago
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0 Applied
Expires on: May 17 2024
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Ref.No 00004407

Description

This is a full-time on-site role located in Colombo for the position of Professional Wealth Planners Managers. As a Professional Wealth Planners Manager, you will be responsible for identifying potential clients, analyzing their financial needs, and recommending appropriate investment and insurance products to help them achieve their financial goals. You will work closely with clients to develop personalized financial plans and conduct regular reviews to track their progress.


Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field
  • Professional certifications such as CFP, CIM, or ACA/ACCA/CIMA would be advantageous
  • At least 3 years of experience in a sales or wealth management role
  • Strong analytical, interpersonal, and communication skills
  • Proven track record of achieving sales targets and building long-term relationships with clients
  • Knowledge of financial markets, investment and insurance products, and relevant regulations



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Skills
Finance
Wealth Planning
Sales
wealth management
Industry Sector