Wealth Management Manager

AIA Hong Kong and Macau; Hong Kong; Hybrid; HKD 600,000 - 1,000,000; Full time

Job summary

AIA Hong Kong & Macau, part of AIA Group Limited, is seeking a Wealth Management Manager in Hong Kong SAR. You will develop and execute financial and investment strategies for clients, including personalized financial planning, insurance and portfolio management, and client relationship development.

Join a team with MDRT culture, world-class training, flexibility, and autonomy. This hybrid, full-time role offers opportunities to work remotely as part of a flexible schedule and to help families

Qualifications

• The Relationship Builder: You enjoy meeting people and possess strong communication skills.
• The Goal-Setter: You are self-motivated and thrive in a performance-driven environment.
• The Problem-Solver: You can analyze complex needs and provide clear, actionable advice.
• The Ethical Leader: You act with integrity and always put the client's best interests first.

Responsibilities

• Wealth Accumulation: Strategic investment planning and savings.
• Health Protection: Tailored medical and critical illness coverage.
• Estate & Legacy Planning: Ensuring wealth is preserved for future generations.
• Business Solutions: Employee benefits and key-person protection.

Job description

Are you ready to transition from a job into a high-impact career? At AIA, we don’t just provide insurance;

we protect legacies and empower dreams. We are looking for driven, entrepreneurial, and person-focused leaders to join our team as Wealth Management Managers.

In this role, you aren’t just a financial advisor—you are a strategic partner to families and businesses, helping them navigate life’s biggest milestones with confidence.

Why Choose AIA?

• Unmatched Reputation: Join the largest independent publicly listed pan-Asian life insurance group.

Why Choose AIA?

• Unmatched Reputation: Join the largest independent publicly listed pan-Asian life insurance group.
• The "Million Dollar Round Table" (MDRT) Culture: We lead the industry in MDRT qualifiers globally, providing you with a network of the world’s top financial professionals.
• World-Class Training: Access the AIA Premier Academy, a comprehensive development program designed to fast-track your journey from a consultant to a leader.
• Flexibility & Autonomy: Manage your own schedule and build your own practice with the backing of a corporate powerhouse.

Company Description

AIA Hong Kong & Macau, a part of AIA Group Limited, is the largest independent publicly listed pan-Asian life insurance group with operations in 18 markets across Asia-Pacific. Committed to helping people live longer, healthier, and better lives, AIA provides tailored solutions for life insurance, accident and health insurance, savings plans, employee benefits, and pension services. With over 30 million individual policyholders and 16 million group insurance members, AIA has built a legacy of trust and excellence through its customer-centric services and insights gathered from generations of experience. Listed on the Main Board of The Stock Exchange of Hong Kong, AIA takes pride in its extensive network of agents, partners, and employees dedicated to providing impactful financial protection.

Role Description

This is a full-time hybrid role for a Wealth Management Manager based in Hong Kong SAR, with opportunities to work remotely as part of a flexible schedule. The Wealth Management Manager will develop and execute financial and investment strategies to help clients achieve their financial goals. Responsibilities will include personalized financial planning, insurance and investment portfolio management, client relationship development, and performance monitoring. The role also involves staying updated on regulatory changes, market trends, and financial products to provide tailored recommendations to clients.

What You’ll Do

As a Wealth Management Manager, your mission is to provide holistic financial solutions that cover:

• Wealth Accumulation: Strategic investment planning and savings.
• Health Protection: Tailored medical and critical illness coverage.
• Estate & Legacy Planning: Ensuring wealth is preserved for future generations.
• Business Solutions: Employee benefits and key-person protection.

Who We Are Looking For

We value diverse backgrounds—whether you are a seasoned banker, a fresh graduate with big ambitions, or a professional looking for a meaningful career change.

• The Relationship Builder: You enjoy meeting people and possess strong communication skills.
• The Goal-Setter: You are self-motivated and thrive in a performance-driven environment.
• The Problem-Solver: You can analyze complex needs and provide clear, actionable advice.
• The Ethical Leader: You act with integrity and always put the client's best interests first.

Ready to Define Your Future?

If you are looking for a career that offers unlimited earning potential, professional prestige, and the chance to make a genuine difference in people's lives, we want to hear from you.

Visit our website at www.rtfamily.co

Join AIA. Believe in Better.