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Financial Adviser – Multi Assurance in Colombo, Western Province

Multi Assurance
Published 2 months ago

Multi Assurance is currently seeking applicants for the position of Financial Adviser in the Western Province area. The available job type for this position is Full-time.

We are specifically looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

Multi Assurance operates within the (according to the company) industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Company:Multi Assurance
Position:Financial Adviser
Region:Colombo - Western Province, Western Province
Education:Confidential
Job Type:Full-time

Job Description

Company Description

Role Description

This is a full-time Financial Adviser role located in Colombo. The Financial Adviser will be responsible for providing financial advice and guidance to clients, assessing their financial goals and needs, and recommending suitable investment strategies and products. This role offers flexibility for some remote work.

Qualifications

  • Proven experience as a Financial Adviser or similar role
  • Strong knowledge of investment products, financial planning, and risk management
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and provide recommendations
  • Knowledge of applicable laws, regulations, and industry best practices
  • Professional certification (e.g. CFP, CFA) is a plus
  • Bachelor’s degree in Finance, Economics, or a related field
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Proficiency in financial planning software and other relevant tools

Benefit

  • Comfortable environment
  • Taught when starting work
  • Salary bonus for overtime

Application Requirements

  • Physically and mentally healthy
  • Minimum age of 17 years
  • Disciplined and punctual
  • Honest and responsible
  • Good personality
  • Enthusiasm in working and learning
  • For other requirements, please check through the job form.

Company address

Province Western Province
City Colombo
Full Address Union Assurance PLC, 20 St Michaels Rd, Colombo 00300, Sri Lanka
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Job Application Information

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Company Information

Multi Assurance

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