Financial Advisor

AIA; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

AIA Financial Advisor in Hong Kong SAR is responsible for delivering comprehensive financial and insurance advisory services to individual and corporate clients. You will assess client needs, present tailored plans, and support ongoing policy reviews while maintaining regulatory standards.

The role emphasizes building long-term relationships, collaboration with partners, and ongoing professional development in a dynamic market.

Qualifications

• Strong Financial Planning and Financial Advisory skills to assess client needs and design comprehensive solutions.
• Solid knowledge of Finance and Investments to explain options clearly and support informed client decisions.

Responsibilities

• Conduct client needs assessments and develop tailored financial plans.
• Prepare and present personalized financial plans to clients.
• Recommend appropriate life, health, savings and retirement products.
• Maintain accurate client records and ensure regulatory compliance.
• Collaborate with internal teams and distribution partners; participate in ongoing training and development.
• Build long-term client relationships and proactively follow up to grow the business.

Skills

Financial planning

Financial advisory

Job description

Company Description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets across Asia-Pacific and joint ventures and shareholdings in key regional insurers. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (excluding Japan), with strong positions across most of its markets and total assets of US$360 billion as of 30 June 2026. AIA serves more than 45 million individual policyholders and over 16 million members of group insurance schemes through an extensive network of agents, partners, and employees. The Group offers a wide range of products and services including life, accident and health insurance, savings plans, employee benefits, credit life, and pension services. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited with American Depositary Receipts traded over the counter in the United States.

Role Description

This is a full-time, on-site Financial Advisor role based in Hong Kong SAR. The Financial Advisor will provide comprehensive financial and insurance advisory services to individual and corporate clients, helping them understand and select suitable life, health, savings, and retirement solutions. Daily responsibilities include conducting client needs assessments, preparing and presenting tailored financial plans, recommending appropriate insurance and investment products, and supporting clients with policy reviews and adjustments over time. The role also involves maintaining accurate client records, ensuring compliance with regulatory and company standards, collaborating with internal teams and distribution partners, and participating in ongoing training and professional development. Financial Advisors are expected to build long-term relationships, proactively follow up with clients, and contribute to the overall growth and reputation of AIA in the Hong Kong SAR market.

Qualifications

• Strong Financial Planning and Financial Advisory skills to assess client needs and design comprehensive solutions.
• Solid knowledge of Finance and Investments to explain options clearly and support informed client decisions.