Building Corporate Legacy

7 days ago

Tanauan, Calabarzon, Philippines beBeeFinancialAdvisor Full time ₱1,500,000 - ₱2,000,000
Corporate Financial Solutions Specialist

Build a legacy in strategic corporate financial management at an industry leader.

This role involves spearheading corporate solutions activities as a dynamic senior financial advisor, focusing on crafting bespoke financial solutions for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

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

Lead strategic initiatives to capture the corporate market nationwide and develop your client portfolio with strategic autonomy.

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.
What's On Offer:

Enjoy commission-based compensation with performance incentives, access to industry-leading certifications, advanced training, and digital tools, and leverage the strength of our organization with localized expertise.

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