Business Development Manager

finexis advisory Pte Ltd; Santo Niño 1st; On-site; PHP 1,800,000 - 3,600,000; Full time

Job summary

finexis is seeking a driven leader to build and develop a high-performing Financial Consultant (FC) advisory team in the Philippines. You will coach, recruit, and retain FCs, monitor performance, and ensure regulatory compliance while guiding complex client solutions and strategic growth initiatives.

You will lead business planning, develop initiatives to boost sales and service quality, and manage stakeholder relationships to support operational excellence in a fast-paced advisory environment.

Qualifications

• Bachelor's degree in Business, Finance, Banking, Economics, Marketing or related discipline.
• Professional certifications or licences in financial advisory are required under applicable regulations.
• Minimum 5 years of experience in financial advisory, wealth management or financial services, with at least 2 years in people management.

Responsibilities

• Lead, coach, and develop a team of Financial Consultants to achieve business objectives and growth.
• Recruit, onboard, and retain FCs to build a sustainable advisory team.
• Monitor performance, identify gaps, and implement coaching plans.
• Ensure compliance with regulatory requirements and company policies.
• Guide advisers on complex client cases and financial planning solutions.
• Develop and implement business plans to drive sales growth and service quality.
• Monitor performance through reviews, pipeline management, and reporting.
• Maintain relationships with internal stakeholders to support growth and excellence.
• Stay updated on market and regulatory changes and share updates with the team.

Skills

Leadership

Coaching

Regulatory compliance

Business planning

Stakeholder management

Team development

Education

Bachelor's degree in Business/Finance

Job description

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity.

HERE’S A SHORT INTRO OF WHO WE ARE

Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

WHAT TO EXPECT

We are looking for a driven and people-focused leader with a strong passion for financial advisory, team development, and business growth. This role requires someone who can lead by example, coach and develop Financial Consultants, build a strong advisory team, and drive performance through effective business planning and execution.

The ideal candidate is proactive, results-oriented, and confident in managing people and navigating a fast-paced, performance-driven environment. If you are someone who inspires others, takes ownership, challenges the status quo, and is passionate about building a high-performing advisory team — we want YOU!

WHAT YOU’LL DO

• Lead, coach, and develop a team of FCs to achieve business objectives and professional growth

• Recruit, onboard, and retain FCs to build a strong and sustainable advisory team

• Monitor team performance, identify capability gaps, and implement coaching and development plans.

• Ensure all advisory activities comply with regulatory requirements, company policies, and industry standards

• Support advisers in handling complex client cases and provide guidance on suitable financial planning solutions

• Develop and implement business plans and initiatives to drive team sales growth/productivity and service quality

• Monitor business performance through regular reviews, pipeline management, and performance reporting

• Build and maintain strong relationships with internal stakeholders to support business growth and operational excellence

• Keep abreast of market developments, regulatory changes, and industry best practices, and communicate relevant updates to the team

WHO YOU ARE

• Bachelor's Degree in Business, Finance, Banking, Economics, Marketing, or a related discipline

• Relevant financial advisory certifications and licences required under applicable regulatory requirements

• Professional qualifications in financial planning or wealth management are an advantage

• Minimum 5 years of experience in financial advisory, insurance, wealth management, or financial services, including at least 2 years in a people management role

• Proven experience in leading, coaching, and developing advisory teams

• Good knowledge of regulatory and compliance requirements within the financial advisory industry.

• Strong people management, coaching, and mentoring skills.

• Excellent communication, stakeholder management, and interpersonal skills.