Establish Corporate Growth Through Strategic Financial Solutions

7 days ago

Biñan, Calabarzon, Philippines beBeeCorporateFinancialExpert Full time ₱800,000 - ₱1,000,000
Strategic Financial Expert

We are seeking a dynamic professional to spearhead corporate solutions activities.

This is a role focused on crafting bespoke financial strategies for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

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

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

Main 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.
  • Develop your client portfolio with strategic autonomy and access to global training, digital tools, and network resources.
Requirements
  • 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.
  • 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; nationwide network of business owners is a plus.
  • Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CFP or CFA are highly regarded.
What We Offer
  • Commission-based compensation with performance incentives.
  • Strategic autonomy & entrepreneurial freedom: Build your corporate solutions practice with credibility and support.
  • 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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