Financial Advisor

AIA Philippines; Makati; Remote; PHP 279,000 - 670,000; Full time

Job summary

AIA Philippines is seeking a Financial Advisor to help clients secure their financial future by understanding goals and offering tailored insurance, investment, and savings solutions. You will design personalized plans, present proposals, and guide clients through applications.

Role includes ongoing training, collaboration with support teams, and adherence to regulatory standards while maintaining long-term client relationships through portfolio monitoring and needs updates.

Qualifications

• Strong financial planning capabilities and ability to design personalized plans.
• Understanding of finance and investments to advise on products and strategies.
• Experience in financial advisory, client consultation, and relationship management.
• Excellent communication, presentation, and interpersonal skills.
• Commitment to ethical guidance and regulatory compliance.

Responsibilities

• Conduct client consultations to assess goals and risk tolerance.
• Design personalized financial plans and present proposals.
• Guide clients through application processes and onboarding.
• Build and maintain long-term relationships with clients and portfolios.

Skills

Financial planning

Retirement planning

Finance and investments

Client consultation

Relationship management

Communication skills

Presentation skills

Interpersonal skills

Regulatory compliance

Education

Bachelor’s degree in Finance, Economics, or Business

Certifications in finance/insurance

Job description

Company Description

AIA Philippines is a life insurance provider dedicated to supporting people through life’s changing challenges and opportunities with thoughtful, personalized solutions. The company focuses on meaningful customer engagement to better understand individual needs and provide plans that transform concerns into confidence and aspirations into reality. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines benefits from a strong regional network and long-term stability. Guided by its vision to be the Philippines’ pre-eminent life insurance provider, the company is driven by a mission to protect Filipino families and empower them to live healthier, longer, better lives.

Role Description

The Financial Advisor role offers total flexibility, allowing you to work full-time or part-time from anywhere. In this position, you will help clients secure their financial future by understanding their unique goals, assessing their financial health, and recommending tailored insurance, investment, and savings solutions. Your daily activities will include conducting client consultations, designing personalized financial plans, presenting proposals, and guiding clients through the application process. Beyond acquiring new business through sales activities and networking, you will maintain long-term client relationships by monitoring portfolios and updating plans as needs change. You will also collaborate with our support team, participate in ongoing professional training, and ensure full adherence to regulatory and compliance standards.

Qualifications

• Strong financial planning capabilities, including Financial Planning and Retirement Planning skills.
• Solid understanding of Finance and Investments to advise on suitable products and strategies.
• Proven experience or strong interest in Financial Advisory, client consultation, and relationship management.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain complex concepts clearly.
• High level of integrity, professionalism, and commitment to ethical advice and regulatory compliance.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred; relevant certifications are an advantage.
• Comfort with hybrid work arrangements, including effective time management and self-motivation.
• Previous experience in insurance, banking, investments, or financial services is beneficial but not mandatory.