Job Categories
Job Title
Manager - Wealth Management
Company: Unity Capital Investments Limited
Category
Finance & Accounting
Job Description
Job Vacancy – Manager | Wealth Management
Unity Capital Investments Limited
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
Location
Colombo
Skills Required
Cash Flow Management Financial Planning
Availability
Monday Tuesday Wednesday Thursday Friday
Preferred Languages
English Sinhala
Work Experience
5+ Years