Wealth Management Advisor

Company Description At Union Assurance, our vision is to empower individuals on their unique journeys of progress by making Life Insurance more accessible. We aim to provide the strength and confidence needed to thrive in every facet of life’s pursuits, recognizing that protecting lives and enriching well-being are necessities for empowering progress for all individuals. Our purpose lies in fortifying the financial, emotional, and physical well-being of all. Union Assurance PLC is duly licensed and regulated by the Insurance Regulatory Commission of Sri Lanka (IRCSL). Role Description This is a full-time on-site role for a Wealth Management Advisor located in Boralesgamuwa. The Wealth Management Advisor will be responsible for providing comprehensive wealth management services to clients. Day-to-day tasks will include financial planning, retirement planning, and managing investments to help clients achieve their financial goals. The advisor will work closely with clients to understand their financial needs and provide personalized advice and strategies. Qualifications Financial Planning and Retirement Planning skillsExperience in Investments and Wealth Management ServicesStrong Finance backgroundExcellent interpersonal and communication skillsAbility to work on-site in BoralesgamuwaRelevant certifications or licenses in finance or related fieldsPrevious experience in wealth management or financial advisory roles is a plus