Corporate Solutions Financial Advisor

1 week ago

Hagonoy, Central Luzon, Philippines beBeeFinancial Full time ₱1,152,000 - ₱1,728,000
Business Development Opportunity

Strategic Financial Advisor Required

We are seeking a seasoned Financial Strategist to spearhead our corporate solutions activities, focused on crafting bespoke financial solutions for high-value corporate clients.

The ideal candidate 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 the agency and lead strategic initiatives to capture the corporate market nationwide.

Key Responsibilities
  • Client Engagement: Cultivate and manage relationships with business owners, founders, and key executives.
  • Strategy Execution: Design and execute complex financial strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits.
  • Thought Leadership: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Business Growth: Develop your client portfolio with strategic autonomy and the backing of a global network.
Required Skills and Qualifications

We are seeking a results-oriented leader who thrives on solving complex problems.

  • Proven Experience: Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
  • Executive Presence: Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
  • Strategic & Analytical Mindset: 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.
  • Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business.
What's On Offer: Your Platform for Success

We invest in our leaders—provide the platform; you define the limits of your success.

  • Uncapped Earning Potential: Commission-based compensation with performance incentives.
  • Strategic Autonomy & Entrepreneurial Freedom: Build your corporate solutions practice with credibility and support of a leading brand.
  • World-Class Training & Tools: Access to industry-leading certifications, advanced training, and digital tools.
  • Global Backing, Local Expertise: Leverage the strength of a global organization with localized expertise.
Take the Next Step

If you are a visionary financial leader ready to make a significant impact and build a rewarding career in corporate solutions, we invite you to join us.

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