Unity Capital Investments LimitedColombo, Sri Lanka

Manager (Wealth Management)

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

Skills

Compliance

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