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Manager (Wealth Management)

Company:
Unity Capital Investments Limited
Location:
Colombo, Sri Lanka
Pay:
රු3000000 per year
Posted:
March 26, 2026
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Description:

Unity Capital Investments Limited is a growing financial services company committed to delivering trusted and sustainable investment solutions. We are seeking a highly driven and performance-oriented professional to join our team as Manager – Wealth Management, with the primary responsibility of mobilizing investments (borrowings) for the company.

Key Responsibilities

Source and mobilize investments / borrowings from individuals, corporates, and institutional clients to meet company funding requirements

Actively identify, negotiate, and secure investment funds and borrowings in line with assigned targets

Build and maintain strong relationships with high-net-worth individuals and corporate investors

Promote company-approved investment and borrowing products

Achieve monthly and annual fund mobilization targets

Maintain a strong investor pipeline and effective follow-up process

Ensure full compliance with regulatory requirements and internal policies

Coordinate with finance, risk, and compliance teams for proper documentation

Prepare periodic reports on funds mobilized and investor performance

Qualifications & Experience

Bachelor’s degree in Finance, Business Management, Accounting, Economics, or a related field

Minimum 5–7 years of proven experience in investment mobilization, borrowings, deposits, or wealth management

Demonstrated track record of successfully bringing investments/funds

Strong investor and HNI network will be a distinct advantage

Excellent communication, negotiation, and relationship management skills

What We Offer

Attractive remuneration package

Company-maintained vehicle or vehicle allowance

Fuel allowance

Performance-based commission/incentive scheme

Professional, performance-driven work environment with career growth opportunities

fullTime

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