Senior Corporate Financial Strategist

1 day ago

Makati City, National Capital Region, Philippines beBeeFinancialAdvisor Full time ₱600,000 - ₱1,000,000
Corporate Financial Strategist Job Description

We are seeking a senior financial advisor to spearhead corporate solutions activities.

This role offers entrepreneurial freedom and the backing of a leading insurer, focused on crafting bespoke financial strategies for high-value corporate clients.

You will act as a true consultant to C-level executives and business owners, moving beyond products to provide comprehensive strategies that address complex challenges.

This position aims at leaders who can build a significant business within the agency and lead strategic initiatives to capture the corporate market nationwide.

Key Responsibilities:
  • Engage with High-Level Executives: Cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
  • Architect Complex Solutions: Design and execute strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
  • Lead the Market: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Build Your Practice: Develop your client portfolio with strategic autonomy and the backing of Pru Life UK's global network, training, and digital tools.
Requirements:

We are seeking a results-oriented leader who thrives on solving complex problems. The ideal candidate is a self-starter with a proven track record and a consultative mindset.

  • Proven Experience: Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
  • Executive Presence: Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
  • Strategic & Analytical Mindset: Deep expertise in finance, investments, retirement planning, and market analysis; ability to dissect a business's financial structure and identify opportunities for growth and protection.
  • Consulting Acumen: Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
  • Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business; nationwide network of business owners is a plus.
  • Qualifications: Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CWP or CFA are highly regarded.
Your Platform for Success:

We invest in our leaders—provide the platform; you define the limits of your success.

  • Uncapped Earning Potential: Commission-based compensation with performance incentives.
  • Strategic Autonomy & Entrepreneurial Freedom: Build your corporate solutions practice with credibility and support of a leading brand.
  • World-Class Training & Tools: Access to industry-leading certifications, advanced training, and digital tools.
  • Global Backing, Local Expertise: Leverage the strength of Pru Life UK and Prudential plc with localized expertise.
  • A Specialized & Strategic Focus: Be part of the agency's major growth initiative with dedicated support to accelerate market development.

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