Overview
– *Position:* Wealth Planner
– *Location:* Colombo & Suburbs
– *Employment Type:* Full-time / Part-time
– *Key Responsibilities:*
– Assess clients’ financial goals and needs.
– Guide investments, savings, and wealth growth strategies.
– Create personalized financial/retirement plans and monitor portfolios.
– *Requirements:*
– Age: 35–60 years.
– A/L qualification (English & Maths preferred).
– Good communication skills.
– Sales/finance experience is a plus.
– Willing to meet targets, basic computer skills.
– *Benefits:*
– Attractive commission + incentives.
– Flexible hours, local/overseas tours.
– Professional training and career growth.
– Build a reputable, long-term
