Private Wealth Management Specialist

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 offering life, accident and health insurance, savings plans, employee benefits, credit life, and pension services. Drawing on customer insights gained over many generations, AIA maintains high standards in product design, frontline services, support functions, and talent development. Through an extensive network of agents, partners, and employees, AIA serves more than 30 million individual policyholders and over 16 million members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299,” with American Depository Receipts traded over the counter under “AAGIY.”

Role Description The Private Wealth Management Specialist is a full-time, on-site role based in Hong Kong. This role is responsible for providing comprehensive financial planning and wealth management solutions to individual clients, including assessing financial goals, analyzing risk tolerance, and developing tailored investment and protection strategies. Day-to-day responsibilities include conducting client meetings, reviewing portfolios, recommending appropriate insurance and investment products, and monitoring market trends to ensure client strategies remain aligned with their objectives. The specialist will collaborate with internal teams to support client service needs, prepare proposals and reports, and maintain accurate documentation in compliance with regulatory and company standards. The role also involves building long-term client relationships, expanding the client base, and promoting AIA’s wealth and protection offerings with professionalism and integrity.

Qualifications

• Strong foundation in Financial Planning and Finance to design and implement comprehensive wealth solutions for clients.
• Proficient Analytical Skills for assessing client needs, evaluating risk profiles, and reviewing investment performance.
• Knowledge of Investment Management to construct and manage diversified portfolios aligned with client objectives.
• Excellent Communication skills to explain complex financial concepts clearly and build trusted, long-term client relationships.
• Bachelor’s degree in Finance, Economics, Business, or a related discipline; professional qualifications such as CFP, CFA, or equivalent are an advantage.
• Relevant experience in wealth management, private banking, or financial advisory, preferably within insurance or financial services.
• Understanding of regulatory requirements and compliance standards in Hong Kong’s financial and insurance sector.
• Ability to work independently and collaboratively, with high ethical standards and a client-centric mindset; proficiency in English and Chinese is beneficial.