Senior Corporate Financial Strategist

6 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱1,500,000 - ₱2,000,000
Corporate Financial Solutions Expert

We are seeking a seasoned professional to spearhead corporate solutions activities, providing comprehensive strategies that address complex challenges.

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

You will act as a true consultant to C-level executives and business owners, providing tailored advice that aligns with their organizational goals.

Key Responsibilities:
  • Engage with Business Leaders: Cultivate and manage relationships with founders, key executives, and other stakeholders.
  • Design Strategic Plans: Develop and execute plans for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' objectives.
  • Lead Market Initiatives: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Grow Your Practice: Develop your client portfolio with strategic autonomy and the backing of a global network.
Requirements:
  • Proven Track Record: Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
  • Exceptional Communication: Strong communication, presentation, and interpersonal skills.
  • Strategic & Analytical Mindset: Deep expertise in finance, investments, retirement planning, and market analysis.
  • Consulting Acumen: Experience in succession and governance consulting is advantageous.
  • Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business.
What's On Offer:

We invest in our professionals—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.

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