Wealth Management Advisor
Updated: March 02, 2024 04:15 PM GMT
Full-time Job in Moratuwa, Western Province
![Great Believers](https://www.paynhire.com/c_logo/ANd9GcRnVdvUn9NK9Mr9QwrDhDV6LDdlLML8QQkjgK9L2Z8.png)
Great Believers
Moratuwa, Sri LankaRole Description
This is a full-time hybrid role for a Wealth Management Advisor at Great Believers in Moratuwa, with flexibility for some remote work. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, investment, and wealth management services to clients. The Advisor will also work with clients on financial strategies and creating a comprehensive financial plan.
Wealth Advisor
Qualifications
• Strong knowledge of financial planning, retirement planning, investments, and wealth management services
• Degree in Finance or related field
• Excellent client management and communication skills
• Ability to work independently and as part of a team
• Strong attention to detail and analytical skills
• Experience in the finance industry is a plus
• Certifications such as CFP or CFA are preferred More Detail
Similar Jobs
Companies Hiring in Moratuwa, Western Province
![Velaris](/c_logo/ANd9GcRcCcUMTFnIhng5fmtmjXmGkQ6Otmx8ko425WlfvsE.png)
Velaris
![Global Contriver](/c_logo/ANd9GcQVuZ2ojzQRg96sm9KnCdRy0CO6xOXQzBcCQWi4odM.png)
Global Contriver
![Puwakaramba Enterprises (Pvt) Ltd](/c_logo/ANd9GcQEwFmhyk0whjvZuC0w2Sna-SsQet1_9n4Qy1s5o60.png)
Puwakaramba Enterprises (Pvt) Ltd
![World of Outdoor](/c_logo/ANd9GcTZHryqKiNY8l6aV7KEybHTCcQ5NuMKOUN-HxPQLR8.png)
World of Outdoor
![Puwakarmba enterprises (PVT) LTD.](/c_logo/ANd9GcT_qLWLr9yKbb1gv3A8rBtcRxoM2SXcfCfFTVBCev4.png)
Puwakarmba enterprises (PVT) LTD.
![Great Believers](/c_logo/ANd9GcRnVdvUn9NK9Mr9QwrDhDV6LDdlLML8QQkjgK9L2Z8.png)
Great Believers
![Dubai, UAE.](/img/alfa/D.png)
Dubai, UAE.
![AIA Sri Lanka](/c_logo/ANd9GcROIW9PrnHPZEO4rTN7-WZmsGatoZD5iN6L1GbGLbA.png)
AIA Sri Lanka
![ESOFT College of Engineering and Technology](/c_logo/ANd9GcRlHkpH7PKu69ou68A3GA0woZH-9Q72m4TknO35oMk.png)
ESOFT College of Engineering and Technology
![I O N Groups Pvt Ltd](/c_logo/ANd9GcQ0gHr38SRIIwKY2FlravWLwGlg-c8r_RnSeKj9vB0.png)
I O N Groups Pvt Ltd
![National Water Supply and Drainage Board](/c_logo/ANd9GcQ6XhOSSQKZCIJnr_VJlaJRivAMVuD5xSURtoNAhoc.png)
National Water Supply and Drainage Board
![wealth planner](/img/alfa/W.png)
wealth planner
![IDM City Campus](/c_logo/ANd9GcT83kr1rwVlwhRrtQpd_0NTJyAmUC_F0yrO-sOW031MCo62pD5N7RIkdA.png)
IDM City Campus
![MyPharma Healthcare Pvt Ltd](/img/alfa/M.png)
MyPharma Healthcare Pvt Ltd
![Less4you.lk](/img/alfa/L.png)
Less4you.lk
![TeamIn Ltd](/c_logo/ANd9GcTGoADvkhgqfojM_FDA97M3iDLS0N7Cd0i9hJt0HKE.png)
TeamIn Ltd
![Great Place Job Hunters](/c_logo/ANd9GcTlhZ5q-AMefxBNfBdBR-uH6KehSwzBUx4XyioWgM4.png)
Great Place Job Hunters
![First Energy](/c_logo/ANd9GcSJ-tIJeJ9jwFn5vmt0V--bmAYpfkXKrdkasKAuaoU.png)
First Energy
![MAS Holdings](/c_logo/ANd9GcTCruD8yL4SKc562i1D3ZYKYTDPgPoI2s3cI8Fl=0.png)
MAS Holdings
![Mitra Innovation](/c_logo/ANd9GcSR240ShCtG7y6KD9VwGgo3JBopOF-B8RXVtaWkiB8.png)
Mitra Innovation
New Jobs Posted in Moratuwa, Western Province
Latest Jobs in Moratuwa, Western Province
-
Customer Service Expert (Remote, Contract)
Infuse -
GRADUATE SOFTWARE ENGINEER - Dubai, UAE
Dubai, UAE. -
Software Quality Engineer / Senior Software Quality Engineer
Velaris -
Storekeeper
Evolve, LK -
Salesperson
The hardware and paint centre asala steel -
Interior Designer + 3D visualizer
Design Ark (Pvt) Ltd -
Call Center Representative - Executive
Scicom Lanka - Pvt Ltd -
Sales Manager
Union Assurance PLC -
Assistant Manager - Human Resources
Global Contriver -
Import Coordinator
Puwakarmba enterprises (PVT) LTD.