One of our prestigious clients in Colombo, Sri Lanka—an established financial services / investment advisory firm—is seeking experienced Wealth Management Specialists to join their growing team.
SALARY: Negotiable (based on experience and performance)
KEY RESPONSIBILITIES:
- Advise high-net-worth and affluent clients on wealth creation, investment structuring, and portfolio management.
- Develop and implement customized investment strategies aligned to client objectives.
- Manage client relationships, conduct reviews and monitor portfolio performance.
- Research market trends, investment products and regulatory changes.
- Collaborate with internal teams (investment analysts, legal/compliance, product) to deliver holistic solutions.
- Grow the business by acquiring new client relationships and expanding existing ones.
- Ensure compliance with relevant regulations, internal policies and client documentation standards.
REQUIREMENTS:
- Bachelor’s degree in Finance, Economics, Business Management or related field.
- Minimum 3–4 years’ experience in wealth management, investment advisory or financial services.
- Strong knowledge of investment products, financial markets and asset classes.
- Excellent communication, presentation and interpersonal skills.
- Proven ability to build client trust and manage portfolios.
- High level of integrity, confidentiality and client focus.
- Based in Colombo or nearby for easy commute.
BENEFITS:
- Attractive remuneration package (salary negotiable) plus performance-based incentives.
- Exposure to sophisticated investment portfolios and diverse wealth clients.
- Career growth and professional development opportunities.
- Supportive and professional work environment.
TERMS & CONDITIONS:
- Full-time, office-based position in Colombo.
- Standard probationary period applies.
HOW TO APPLY:
Email your CV to: This email address is being protected from spambots. You need JavaScript enabled to view it.
Call: 0112581729 / 0112581739
Manpower Lanka Solutions (Pvt) Ltd.
12A, Ridgeway Place, Bambalapitiya, Colombo 04