Suitable for graduates, career changers, and professionals interested in establishing a career in wealth planning. Please refer to the job advert for further information.
Wealth Planner / Agency Manager | Bambalapitiya Branch
The Colombo City Branch is recruiting individuals interested in building a professional career in wealth planning.
Graduates, career changers, and experienced professionals are invited to apply. Appointments will be made based on qualifications, professional experience, and the responsibilities of each position.
Responsibilities
- Build and maintain long-term client relationships.
- Understand clients' financial goals and conduct financial needs assessments.
- Recommend appropriate wealth planning solutions based on client needs.
- Deliver ongoing client service and relationship management.
- Develop business through professional networking and referrals.
- Participate in structured professional development and continuous learning.
- Contribute to branch performance and a collaborative working environment.
Candidate Profile
Wealth Planner
- Suitable for graduates, career changers, and professionals interested in establishing a career in wealth planning.
Assistant Agency Manager
- Suitable for professionals with relevant experience in insurance, banking, financial services, relationship management, business development, or team leadership.
Successful applicants typically demonstrate:
- Prior experience in Business development/B2B or B2C sales
- Strong interpersonal and communication skills
- Relationship-building ability
- Commitment to continuous learning
- An interest in finance and client advisory
Compensation & Professional Development
Compensation
- Individual commissions based on personal business performance.
- Leadership incentives linked to team performance.
- Management incentives for eligible leadership appointments.
- Selected candidates may be considered for the WealthStart Programme, which provides monthly income support during the initial professional development period, subject to programme eligibility and assessment outcomes.
Professional Development
- Structured professional development through WealthLab.
- Coaching and mentoring.
- IRCSL examination preparation support.
- Leadership development opportunities.
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