Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets including Mainland China, Hong Kong SAR, Singapore, Malaysia, Australia, and more. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions in most of its markets. As of 31 December 2025, AIA managed total assets of US$345 billion and served over 44 million individual policy holders and more than 16 million group scheme members. The Group offers a broad range of life, accident and health insurance, savings plans, employee benefits, credit life, and pension services, supported by an extensive network of agents, partners, and employees. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited, with American Depositary Receipts traded over the counter under the ticker symbol AAGIY.
Role Description This is a full-time hybrid role for a Financial Advisor based in Cebu, with a combination of on-site and work-from-home arrangements. The Financial Advisor will engage with clients to understand their financial goals and risk tolerance, and develop tailored financial plans covering protection, savings, retirement, and investment needs. Day-to-day responsibilities include conducting client consultations, analyzing financial information, recommending suitable AIA products and solutions, and supporting clients through policy applications and ongoing reviews. The role involves monitoring market developments and regulatory changes, preparing clear proposals and reports, and maintaining accurate records in compliance with company and industry standards. The Financial Advisor will collaborate with internal teams and participate in training and development programs to continually enhance professional knowledge and service quality.
Qualifications
- Strong skills in Financial Planning and Financial Advisory to assess clients needs and create comprehensive, goal-based financial strategies.
- Knowledge of Finance and Investments to explain products clearly, evaluate options, and guide clients in building diversified portfolios.
- Expertise in Retirement Planning to design long-term savings and income solutions aligned with clients retirement objectives.
- Excellent communication, interpersonal, and client relationship management skills, with the ability to present complex information in a clear, accessible way.
- High level of integrity, professionalism, and commitment to ethical standards, with attention to detail and strong analytical abilities.
- Bachelor's degree in Finance, Business, Economics, or a related field is preferred; relevant certifications (e.g., financial planning or investment credentials) are an advantage.
- Comfort with hybrid working arrangements, proficiency in digital tools and CRM systems, and willingness to participate in ongoing training and professional development.
