Senior Corporate Financial Strategist

1 day ago

Bacoor, Calabarzon, Philippines beBeeFinancialAdvisor Full time ₱6,000,000 - ₱8,000,000
Corporate Solutions Advisor Role

We are seeking an experienced Senior Financial Advisor to spearhead Corporate Solutions initiatives.

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

As a true consultant, you will act as a trusted advisor to C-level executives and business owners, providing comprehensive strategies that address complex challenges.

This role is aimed at leaders who can build a significant business within our organization and lead strategic initiatives to capture the corporate market nationwide.

Key Responsibilities:
  • Cultivate and manage relationships with business owners, founders, and key executives to become 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.
  • Develop your client portfolio with strategic autonomy and the backing of a global network, training, and digital tools.
Requirements:
  • Proven experience 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 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.
  • Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
  • Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business.
  • Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CFP or CFA are highly regarded.

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