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.<ul><li>Additionally, the Associate Wealth Planner will handle finance and insurance-related tasks to meet the needs of clients. </li><li>Qualifications - Financial Planning, Investment Management, and Business Management skills</li><li>Strong understanding of financial products and markets</li><li>Excellent analytical and problem-solving skills</li><li>Strong communication and interpersonal skills</li></ul>

Associate Wealth Planner

jobpost

Financial Planning Executive (Bancassurance Sales)

Locations :&nbsp;Panadura Branch / Wadduwa Branch / Panadura Second Branch / Panadura Csp / Horana Branch / Horana Service Point / Bandaragama Branch / Kalutara Branch / Katukurunda Csp / Arpico Super Centre - Kalutara / Mathugama&nbsp;Branch / Aluthgama Branch / Ambalangoda / Hikkaduwa Branch / Udugama Branch / Batapola Branch / Pitigala Branch / Neluwa Branch / Baddegama Branch / Elpitiya Branch / Beruwala(Minicom)branch / Hanwella Branch /&nbsp;Padukka Csp / Bokundara Service Point / Piliyandala Branch / Kottawa Branch / Mattegoda Csp / Homagama Branch / Maharagama Branch / Boralesgamuwa Service Point / Maharagama Service Point / Nawinna (Arpico Super) Branch / Kohuwala Service Point / Embuldeniya Branch / Nugegoda Branch / Avissawella Branch / Kohuwala Branch / Delkanda Branch / Boralesgamuwa Branch / Eheliyagoda Branch / Yatiyantota Branch / Ruwanwella Branch Requirements<ul><li>Should have good A/L results.&nbsp;</li><li>Good Communication Skills.&nbsp;</li><li>Fluent in English is an added benefit&nbsp;</li><li>Minimum 1 Year working experience in any Financial Industry ( Bank / Insurance/ Leasing / Finance company)</li></ul>Salary will be decided based on your qualification. (Basic + Allowance + Unlimited sales incentive)

Senior Sales and Marketing Executive/ Sales and Marketing Executive - Bancassurance

Responsible for preparing and distributing periodic financial statements to various stakeholders, and the compliance with professional standards, AIA group reporting policy and statutory and regulatory requirements • Prepare consolidation of journal entries• Eliminate intercompany transactions and consolidate divisional and subsidiary financial accounts for inclusion in internal and external financial statements• Work with external auditors to safeguard reporting quality and compliance• Provide clarifications on reporting and consolidation areas with stakeholders

Finance Specialist

<ul><li>An excellent school career with extra-curricular activities and minimum of 2 years’ experience in Sales, Marketing or Bancassurance would be an advantage.</li><li>Outgoing personality with excellent interpersonal skills.</li><li>Enthusiastic and a fair for selling and marketing.</li></ul> <ul><li>Agree on sales targets and sales plan with Head of Sales and achieve the assigned target.</li><li>Generate a prospect database of customers (leads) by working in coordination with all stakeholders of the branch.</li><li>Generate more leads through the existing customer referrals.</li><li>Identify gaps and conduct product trainings and refresher trainings time to time to the branch staff.</li><li>Report the required daily sales activity to the Head of Sales on a daily basis.</li><li>Gather and update competitor information; industry information in order to conduct a proper wealth conversation in promoting the insurance products.</li><li>Update and file day today document requirement, marketing materials and copies of new business documents to easy use and without contradiction the Bank documents.</li><li>Coordinate / attend monthly sales meetings, review meeting etc. to perform duties and aid business and organizational development.</li><li>Attend trainings and envelop relevant knowledge and skills with self-monitoring attendance details</li></ul>

Sales Executive

Are you looking for a lucrative and rewarding career that gives you the freedom to work from absolutely anywhere, while making a positive difference to people’s lives? We have just what you’re looking for.Our team of Wealth Planners help individuals, families and businesses to plan for a stable future by preparing for the unexpected so that they can protect what matters to them the most. At AIA we provide our team with extensive, world class training and development opportunities to progress in their careers at any level. We also ensure that all of our wealth planners are fully equipped with the latest in technology so that they can be the best in what they do and enjoy the flexibility to operate from anywhere 24 x 7.So come, be a part of one of the world’s largest insurers, and build a career that will help you live the life you always wanted. .

Wealth Planner

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

Professional Wealth Planners Managers

We are looking for talented Insurance Advisors &amp; Team Managers who are available to work full-time. Requirements<ul><li>Experience in sales or any related field (preferred not mandatory)</li><li>Strong communication skills</li><li>Excellent customer service and negotiation skills</li></ul> <ul><li>Provide insurance advice to clients</li><li>Assess client needs and recommend suitable insurance policies</li><li>Build and maintain strong client relationships</li><li>Collaborate with team members to meet sales targets</li></ul>