Senior Corporate Financial Strategist

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱960,000 - ₱1,368,000
Corporate Solutions Opportunity

This is a senior role focused on developing corporate solutions, utilizing entrepreneurial freedom and expertise in financial strategy to drive business growth.

The ideal candidate will have a proven track record of success in financial advisory, wealth management, or related fields, with a strong focus on high-value clients. They will possess exceptional communication skills, strategic thinking, and the ability to build relationships at the highest levels.

Key responsibilities include:

  • Engaging with C-level executives and business owners to provide comprehensive financial strategies
  • Designing and executing complex solutions for succession planning, corporate governance, key person insurance, and employee retirement benefits
  • Acting as a thought leader to manage complex accounts and deliver strategic insights
About Us

We are seeking a results-oriented leader who can solve complex problems and thrive in a fast-paced environment. The ideal candidate will be a self-starter with a consultative mindset, possessing deep expertise in finance, investments, and market analysis.

Key qualifications include:

  • Demonstrated success in financial advisory, wealth management, or related fields
  • Exceptional communication, presentation, and interpersonal skills
  • Strategic and analytical mindset, with experience in succession and governance consulting
  • Bachelor's degree in Finance, Economics, Business, or related field, with certifications such as CWP or CFA highly regarded
What We Offer

We invest in our leaders, providing a platform for them to succeed. The role offers commission-based compensation with performance incentives, along with strategic autonomy and entrepreneurial freedom.

Additional benefits include access to industry-leading certifications, advanced training, and digital tools, as well as the backing of a global organization with localized expertise.

Take the Next Step

If you are a visionary financial leader ready to make a significant impact, we invite you to apply.

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