Senior Financial Strategist

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeeFinancial Full time ₱4,000,000 - ₱8,000,000
Career Opportunities in Corporate Strategy

Overview of the Role

We are seeking a dynamic Senior Financial Advisor to spearhead Corporate Solutions activities. This is a role with entrepreneurial freedom and the backing of a leading insurer, focused on crafting bespoke financial solutions for high-value corporate clients and addressing challenges like business continuity, succession planning, executive retention, and investment growth.

The ideal candidate will act as a true consultant 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
  • Strategic Partnerships: Cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
  • Complex Solutions: Design and execute strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
  • Market Leadership: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Practice Development: Develop your client portfolio with strategic autonomy and the backing of a global network, training, and digital tools.
Requirements

We are seeking a results-oriented leader who thrives on solving complex problems. The ideal candidate is a self-starter with a proven track record and a consultative mindset.

  • 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.
  • Consulting Acumen: Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
  • Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business; nationwide network of business owners is a plus.
  • Qualifications: 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.

  • Earning Potential: Commission-based compensation with performance incentives.
  • Autonomy & 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: Leverage the strength of a leading insurer with localized expertise.
  • Specialized Focus: Be part of the agency's major growth initiative with dedicated support to accelerate market development.
Taking the Next Step

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

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