Financial Recruiter

Key Responsibilities

Talent Sourcing & Recruitment

· Proactively source and pipeline self-driven professionals, including SEC-certified traders, PRC-licensed real estate brokers, asset management consultants, and VC deal referrers.

· Utilize targeted sourcing channels, including LinkedIn, job portals, financial/investor networks, industry events, and broker associations in the Philippines.

· Conduct initial interviews and background screenings to evaluate sales track records, market network, professional licensing, and cultural alignment.

Contracting & Legal Onboarding

· Draft, negotiate, and execute Service Agreements, Consultancy Contracts, and Commission Agreements in alignment with company policies and local legal standards.

· Maintain strict contractual boundaries to enforce independent contractor status under the Philippine Civil Code—eliminating "Four-Fold Test" employer-employee reclassification risks under Philippine Labor Law.

· Execute strict compliance/KYC onboarding, verifying PRC licenses, SEC certifications, BIR registrations/TIN, NBI clearances, and Anti-Money Laundering (AML) clearances.

Commission Operations & Payroll Coordination

· Oversee and verify transaction-based commission structures across various asset classes.

· Track, calculate, and process monthly/quarterly payouts, deal splits, and referral overrides based on verified closed deals.

· Coordinate with Accounting to ensure accurate expanded tax withholding calculations on professional services cost and independent contractor payouts.

· Manage payout dispute resolutions and maintain audit-ready compensation logs.

Lifecycle Management & Retention

· Monitor contract expiry timelines and lead the end-to-end renewal, re-negotiation, or offboarding process.

· Conduct regular database audits to track active vs. inactive agents, maintaining database hygiene in the Applicant Tracking System (ATS) / Candidate Relationship Management (CRM).

· Serve as the primary operational partner for non-employee professionals regarding contract inquiries, policy updates, and payout queries.

Stakeholder & Regulatory Compliance

· Partner closely with internal Legal, Finance, and Compliance teams to maintain standard operating procedures.

· Stay updated on Philippine regulatory updates affecting independent contractors, SEC guidelines, PRC real estate regulations, and tax rulings.

Qualifications

·Bachelor’s degree in Human Resources, Business Administration, Finance, or related field.

·3+ years of recruitment, talent acquisition, or agent/broker network management in the Philippines (prior exposure to financial services, real estate, investment management, or insurance is highly preferred).

· Strong understanding of commission structures, consultancy agreements, and PRC / SEC licensing requirements for real estate and securities practitioners.

· Familiarity with the distinction between employees and independent contractors under Philippine Labor Standards (Civil Code vs. Labor Code)

· Strong negotiation, communication, and interpersonal skills.

· Detail-oriented with excellent organizational and record-keeping abilities.

· Knowledge of venture capital, asset management, securities trading, and real estate brokerage is a plus.

· Ability to work independently and manage multiple tasks simultaneously