Senior Financial Strategist

5 hours ago

Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,500,000
Corporate Financial Strategy Opportunity

This is a dynamic role that requires you to spearhead Corporate Solutions activities, focusing on crafting bespoke financial solutions for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

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.

Key Responsibilities
  • Cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
  • Design and execute complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
  • Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
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.

  • Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
  • Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
  • 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.
Benefits

This position offers uncapped earning potential, commission-based compensation with performance incentives.

Strategic autonomy and entrepreneurial freedom allow you to build your corporate solutions practice with credibility and support of a leading brand.

Access to world-class training and tools enables you to leverage industry-leading certifications, advanced training, and digital tools.

Global backing with localized expertise provides you with the strength of a leading organization while maintaining local insight.

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