Corporate Financial Strategist

15 hours ago

Pasay, National Capital Region, Philippines beBeeFinancial Full time ₱6,000,000 - ₱8,000,000
Corporate Solutions Leader

A seasoned professional is sought to spearhead corporate solutions activities, building bespoke financial strategies for high-value clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

The ideal candidate will act as a trusted advisor to C-level executives and business owners, providing comprehensive strategies that address complex challenges.

This position offers entrepreneurial freedom and the backing of a leading insurer, focused on crafting tailored financial solutions for corporate clients nationwide.

Key Responsibilities
  • Cultivate relationships with business owners, founders, and key executives, becoming their go-to expert 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.
Ideal Candidate Profile

We are seeking a results-driven 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.
  • 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 CWP or CFA are highly regarded.
What We Offer

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

  • 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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