Financial Strategy Specialist

2 weeks ago

Imus, Calabarzon, Philippines beBeeCareer Full time ₱1,000,000 - ₱2,000,000
Corporate Solutions Expert

CG Elite Eastern Peak seeks a Senior Financial Advisor to lead Corporate Solutions activities.

This role offers entrepreneurial freedom and the backing of a leading insurer, focused on crafting bespoke financial solutions for high-value corporate clients.

The ideal candidate will act as a trusted advisor to C-level executives and business owners, providing comprehensive strategies that address complex challenges.

Key responsibilities include:

  • Cultivating and managing relationships with business owners, founders, and key executives.
  • Designing and executing complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits.
  • Acting as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights.
  • Developing a client portfolio with strategic autonomy and the backing of a global network.

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.
  • Deep expertise in finance, investments, retirement planning, and market analysis.
  • Consulting acumen, particularly in succession and governance consulting.
  • Entrepreneurial drive, self-driven, results-oriented, and ambitious 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.

Benefits:

  • Uncapped earning potential with performance incentives.
  • Strategic autonomy and entrepreneurial freedom.
  • World-class training and digital tools.
  • Global backing with localized expertise.
  • A specialized and strategic focus.

Join us in making a significant impact and building a rewarding career in corporate solutions.

If you have the necessary skills and qualifications, we invite you to consider this opportunity.

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