Senior Corporate Financial Strategist

4 days ago

Calamba, Calabarzon, Philippines beBeeFinancial Full time ₱4,000,000 - ₱8,000,000

We are seeking a senior financial advisor with entrepreneurial freedom to craft bespoke financial solutions for high-value corporate clients.

Key Responsibilities:
  • Engage at the highest levels: cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
  • Architect solutions: design and execute complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
  • Lead the market: act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
  • Build your practice: develop your client portfolio with strategic autonomy and access to a global network, training, and digital tools.
Requirements:
  • Proven experience 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.
  • Qualifications: bachelor's degree in finance, economics, business, or related field. Certifications such as CWP or CFA are highly regarded.
Career Opportunities:
  • A commission-based compensation package with performance incentives.
  • Strategic autonomy and entrepreneurial freedom to build your corporate solutions practice with credibility and support.
  • Access to industry-leading certifications, advanced training, and digital tools.
  • Leverage the strength of a leading brand with localized expertise.
  • Be part of a major growth initiative with dedicated support to accelerate market development.

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