Business Strategist

6 days ago

Dumaguete, Central Visayas, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000
Financial Experts Sought for Corporate Strategy Role

High-achieving financial advisors with entrepreneurial drive and strategic acumen are invited to join our team as corporate strategy consultants. This exciting opportunity offers the chance to build a significant business within the agency and lead strategic initiatives nationwide.

Key Responsibilities:
  • Engage at Senior Levels: Cultivate and manage relationships with business owners, founders, and key executives, providing trusted guidance on critical financial decisions.
  • Develop Customized 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.
  • Grow Your Practice: Develop your client portfolio with strategic autonomy and the backing of a global network, training, and digital tools.
Requirements:
  • Proven Expertise: 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 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.

As a corporate strategy consultant, you will have the freedom to create and implement customized solutions that address the unique challenges of our clients. If you are a driven and strategic individual with a passion for finance, this role offers the perfect opportunity to grow your career and make a lasting impact.

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