Remote Financial Advisor & Wealth Planner

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

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.