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AIA Sri LankaBanking, Insurance & Financial Services · Sri-jayawardenepura-kotte
Wealth Planner
About the Role
A Wealth Planner is responsible for understanding clients’ financial needs and providing suitable financial planning and wealth management solutions. The role focuses on building strong client relationships, identifying new business opportunities, and helping clients achieve their long-term financial goals.
About the Company
AIA Sri Lanka
Industry: Banking, Insurance & Financial Services
Location: Sri-jayawardenepura-kotte
AIA Insurance Lanka Limited is a leading life insurance provider in Sri Lanka and part of the AIA Group. The company provides life insurance and financial solutions focused on health, protection, savings & investment, and retirement planning. Its purpose includes helping people live healthier, longer, better lives. AIA Insurance Lanka Limited is licensed by the Insurance Regulatory Commission of Sri Lanka