Wealth Management Specialists (Colombo, Sri Lanka) Live Apply Now

Job Details

Company Details

Job Introduction

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.

Job Description

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.

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.

Job 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.

How to Apply?

Email your CV to: local@manpowersrilanka.com
Call: 0112581729 / 0112581739

Working Hours (Office):
Monday to Friday: 9:30 AM – 5:30 PM