Wealth Manager

AIA Hong Kong and Macau; Hong Kong; Hybrid; HKD 600,000 - 1,200,000; Full time

Job summary

AIA Hong Kong & Macau is seeking a Wealth Manager to join a hybrid team in Hong Kong SAR. The role focuses on delivering comprehensive financial planning and wealth management solutions, including investment strategies and insurance integration, tailored to client needs.

You will engage with clients, review portfolios, monitor markets, and provide clear, compliant recommendations with internal teams. Candidates should have a Finance/Economics/Business background, with CFP/CFA licenses being a

Qualifications

• Strong foundations in financial planning, investment strategy, and insurance integration.
• Ability to analyze client needs, define goals, and structure tailored wealth plans.
• Excellent communication to explain complex concepts clearly to clients.

Responsibilities

• Meet clients to assess needs and build comprehensive financial plans.
• Review portfolios, monitor markets, and adjust strategies accordingly.
• Prepare proposals and reports, ensuring regulatory and compliance standards are met.

Skills

Financial Planning

Investment Management

Insurance Solutions

Analytical & Communication Skills

Education

Finance/Economics/Business degree

CFP/CFA licenses beneficial

Job description

Company Description

AIA Hong Kong & Macau is part of AIA Group Limited, the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets across Asia-Pacific. The company is committed to helping people live longer, healthier, and better lives by turning care for loved ones into tangible financial protection. Drawing on customer insights gained over many generations, AIA maintains high standards in product design, front-line services, support functions, and talent development. AIA offers a wide range of life, accident and health insurance, savings plans, employee benefits, credit life, and pension services, serving over 30 million individual policy holders and more than 16 million group members. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under stock code “1299,” with American Depository Receipts traded over the counter under ticker symbol “AAGIY.”

Role Description

The Wealth Manager is a full-time, hybrid role based in Hong Kong SAR, with a mix of in-office client engagement and work-from-home flexibility. The role involves providing comprehensive financial planning and wealth management advice, including assessing client needs, defining financial goals, and developing tailored investment and insurance strategies. Day-to-day responsibilities include meeting clients, reviewing portfolios, monitoring market conditions, and recommending appropriate financial solutions that align with AIA’s focus on long-term protection and savings. The Wealth Manager will collaborate with internal teams to ensure seamless service delivery, prepare clear proposals and reports, and maintain accurate documentation in line with regulatory and company standards. The role also requires ongoing professional development, participation in training programs, and adherence to ethical and compliance requirements.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance to analyze client needs, set objectives, and design comprehensive wealth strategies.
• Candidates should possess solid capabilities in Investment Management and Investments to construct, review, and optimize diversified portfolios.
• Candidates should possess good knowledge of Insurance products to integrate protection solutions within overall financial plans.
• Relevant academic background in Finance, Economics, Business, or related disciplines; professional certifications (e.g., CFP, CFA, insurance licenses) are highly beneficial.
• Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts in clear, client-friendly language.
• Demonstrated integrity, customer-centric mindset, and commitment to regulatory compliance; prior experience in wealth management, banking, or insurance is an advantage.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate within a diverse, multicultural team.