Senior Financial Strategist

12 hours ago

Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱2,100,000 - ₱3,100,000
Financial Strategist Role

CG Elite is seeking a seasoned financial advisor to spearhead corporate solutions activities. This role offers entrepreneurial freedom and the backing of a leading insurer, focused on crafting bespoke financial strategies for high-value corporate clients.

The successful candidate will act as a trusted consultant to C-level executives and business owners, providing 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.

Key Responsibilities:
  • Engage with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
  • Design and execute complex financial strategies for succession planning, corporate governance, and employee retirement benefits.
  • Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
Requirements:
  • Proven experience in financial advisory, wealth management, 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.
  • Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business.
Benefits:
  • Uncapped earning potential with commission-based compensation and performance incentives.
  • Strategic autonomy and entrepreneurial freedom to build your corporate solutions practice with credibility and support of a leading brand.
  • Access to industry-leading certifications, advanced training, and digital tools.
  • Leverage the strength of a global company with localized expertise.

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