Senior Financial Strategist

2 days ago

Pasig, National Capital Region, Philippines beBeeStrategist Full time ₱500,000 - ₱800,000
Financial Planning Role

This role involves providing support to a financial planning team in developing customized financial strategies for younger investors.

Key Responsibilities
  • Compile comprehensive financial plans and records in accordance with regulatory requirements.
  • Conduct thorough analyses of superannuation, insurance, and pension products.
  • Assist in setting up and structuring Self-Managed Super Funds (SMSF) for property investment.
  • Utilize advanced financial planning software such as Xplan, Midwinter, and AdviserLogic for research and documentation.
  • Collaborate closely with senior planners to implement tailored financial strategies for clients.
  • Ensure all financial plans and recommendations adhere to regulatory guidelines.
  • Maintain accurate client records and communicate with advisers to refine financial strategies.
  • Adapt to new financial planning software, with training provided for Intelliflow.

This is a remote position that will be established as an independent contractor engagement.

  • Senior Financial Strategist

    2 weeks ago

    Pasig, National Capital Region, Philippines beBeeFinance Full time ₱600,000 - ₱1,000,000

    Join a leading organization and take on a challenging role as Senior Financial Strategist, driving business growth and excellence in manufacturing finance. Your expertise will be instrumental in developing and implementing financial strategies that align with the company's operational goals.Key ResponsibilitiesFinancial Operations & Analysis: Leverage...

  • Senior Product Strategist

    2 weeks ago

    Pasig, National Capital Region, Philippines beBeeStrategist Full time ₱800,000 - ₱1,200,000

    Job Title: Senior Product StrategistAs a Senior Product Strategist, you will lead the development and management of liability products to drive business growth and maximize yield from digital and telesales channels.Develop innovative deposit and investment products leveraging on various distribution channels.Grow the bank's liability products portfolio by...

  • Enhance Your Career as a Financial Strategist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeStrategist Full time $10,000 - $30,000

    Financial StrategistWe seek a skilled Financial Strategist to collaborate with our investment bank team.The ideal candidate will possess an extensive network within the business community and be proactive in identifying promising financial opportunities.Your ResponsibilitiesIdentify companies or investors that align with our criteria.Communicate referral...

  • Strategic Financial Manager

    1 week ago

    Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱1,000,000 - ₱1,200,000

    Job SummaryA Senior Financial Strategist plays a pivotal role in driving business growth by leading the budgeting, forecasting, and financial analysis processes. This position involves analyzing financial data, identifying trends, and providing actionable insights to inform strategic decision-making.Main Responsibilities:The Senior Financial Strategist...

  • Senior Financial Strategist

    1 week ago

    Pasig, National Capital Region, Philippines beBeeAccounting Full time ₱6,000,000 - ₱8,000,000

    The Chief Financial Officer (CFO) / Head of Accounting plays a pivotal role in shaping the financial trajectory of an organization. This senior position oversees the preparation and analysis of financial statements, ensuring accuracy and compliance with relevant tax laws.Bachelor's degree in Accountancy; Certified Public Accountant (CPA) is highly...

  • Senior Financial Strategist

    1 week ago

    Pasig, National Capital Region, Philippines beBeeAnalytical Full time ₱4,500,000 - ₱6,000,000

    Job Title: Financial ManagerWe are seeking an experienced Financial Manager to join our organization.This is a challenging and rewarding opportunity for the right candidate. The Financial Manager will be responsible for providing financial guidance and support to the business, analyzing financial data and developing strategies to improve financial...

  • Strategic Financial Manager

    2 days ago

    Pasig, National Capital Region, Philippines beBeeFinancial Full time $21,600

    Senior Financial StrategistThis is a senior-level position responsible for overseeing key financial functions, ensuring accuracy and supporting the company's growth.The successful candidate will have a strong background in accounting and finance with excellent analytical and problem-solving skills.Main ResponsibilitiesOversee Accounts Receivable and Accounts...

  • Chief Financial Leader

    2 weeks ago

    Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱4,000,000 - ₱6,000,000

    Senior Financial StrategistAbout Our ClientThis role is with a leading organisation in the financial services industry, known for its innovative and progressive approach to banking.The company operates in a stable environment, offering opportunities for growth within a competitive industry.Key Responsibilities:Develop and implement financial strategies...

  • Cryptocurrency Trading Strategist

    2 days ago

    Pasig, National Capital Region, Philippines beBeeCryptocurrency Full time ₱900,000 - ₱1,200,000

    Job Title: Cryptocurrency Trading StrategistWe are seeking a highly skilled Cryptocurrency Trading Strategist to join our team. As a key member of our trading team, you will be responsible for analyzing cryptocurrency markets, developing and implementing trading strategies to optimize returns while managing risk.This role requires a deep understanding of the...

  • Senior Financial Strategist

    2 weeks ago

    Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000

    Key Account Management RoleWe are seeking a skilled professional to develop and execute strategic financial plans for assigned Modern Trade and General Trade accounts to drive profitability.The ideal candidate will have strong analytical skills, excellent communication abilities, and a proven track record of managing account budgets and ensuring promotional...