Building a Corporate Financial Legacy

5 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000
Corporate Financial Leadership Opportunity

We are seeking an experienced and visionary Senior Financial Advisor to spearhead corporate solutions activities.

This role involves providing bespoke financial solutions for high-value corporate clients and addressing complex challenges such as business continuity, succession planning, executive retention, and investment growth.

The successful candidate will act as a trusted consultant to C-level executives and business owners, providing comprehensive strategies that address their unique needs.

Key Responsibilities:
  • Cultivate Strategic Relationships: Engage with business owners, founders, and key executives to develop and maintain long-term relationships.
  • Design Complex Solutions: Develop and implement tailored strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits.
  • Lead Market Initiatives: Drive the development of strategic accounts and deliver exceptional service to clients.
  • Build Business Portfolio: Grow your client base through strategic autonomy and access to global resources.
Requirements:

We seek a results-driven leader with a proven track record in financial advisory, wealth management, or related fields. The ideal candidate possesses exceptional communication skills, a consultative mindset, and deep expertise in finance and investments.

  • Executive Presence: Ability to engage senior executives and business owners with confidence and authority.
  • Strategic Acumen: Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises is essential.
  • Entrepreneurial Drive: Self-driven, results-oriented individual 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.
What We Offer:

We invest in our leaders - 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.
  • World-Class Training & Tools: Access to industry-leading certifications, advanced training, and digital tools.
  • Global Backing, Local Expertise: Leverage global strength with localized expertise.
  • Specialized Focus: Part of the agency's major growth initiative with dedicated support.

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