Total 31 financial advisor job vacancies in Administrative / Clerical category in Indonesia

Overview:

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Requirements:

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.

If you are seeking a dynamic sales career where sky’s the limit, talk to us!

Please note only shortlisted candidates will be notified.

Job Description:

• Support the onboarding of representatives, ensuring all internal procedures and regulatory requirements are met.
• Ensure compliance with relevant regulatory frameworks through suitability assessments, ongoing monitoring, and periodic screenings, including annual declarations.
• Review and assess suitability cases, escalating where necessary, particularly for cases with adverse findings and recommended supervisory actions.
• Handle administrative matters related to representatives, including transfers and maintenance of identification records.
• Assist in coordinating and executing internal events and company initiatives.
• Perform general administrative and clerical duties as assigned.
• Participate in ad-hoc tasks and projects as required.

Requirements:

• Diploma or Bachelor’s degree in any discipline.
• Basic understanding of regulatory and compliance requirements within the financial services industry.
• Experience in suitability assessments and monitoring processes is an advantage.
• Good communication and interpersonal skills.
• Proficient in Microsoft Office applications (Excel and Word).
• Resourceful, proactive, and able to work well in a team.
• Meticulous with strong attention to detail.
• Able to manage multiple tasks, work under pressure, and adapt in a fast-paced environment.

Job Description:

• Manage the onboarding of RNF representatives, ensuring all regulatory and internal requirements are met.
• Ensure compliance with the MAS Representative Notification Framework (RNF) through Fit & Proper assessments, ongoing monitoring, and continuous screening, including annual declarations.
• Review, assess, and escalate Fit & Proper cases in accordance with MAS RNF requirements, including cases involving adverse findings and recommended supervision measures.
• Manage administrative matters relating to representatives, including transfer administration and representative code management.
• Support the planning and execution of company events and initiatives.
• Perform general administrative and clerical duties as assigned.
• Participate in ad-hoc projects and initiatives as required.

Requirements

• Diploma or Bachelor’s degree in any discipline, fresh graduates are welcomed to apply.
• Strong familiarity with MAS guidelines, including the Representative Notification Framework (RNF), and other relevant regulatory requirements.
• Experience in Fit & Proper assessments and enhanced monitoring protocols is preferred.
• Strong interpersonal and communication skills.
• Proficient in Microsoft Excel and Word.
• Resourceful, with a strong team-oriented and collaborative mindset.
• Meticulous with a keen eye for detail.
• Ability to multitask, work under pressure, and adapt in a fast-paced environment.

Other Information:

• 5 day work week
• Permanent position
• Working hours: 9 am to 6 pm

• Assist with the preparation and coordination of sales quotations and related documentation.
• Generate and distribute quotation summaries and monthly reports in a timely manner.
• Prepare policy illustrations using insurer platforms, ensuring accuracy and completeness.
• Maintain working knowledge of various insurance software systems and product offerings.
• Respond to inquiries from both internal teams and external stakeholders professionally and promptly.
• Provide administrative support to consultants and bankers, including preparing and arranging the delivery of client proposals.
• Ensure accurate data entry and maintain up-to-date records.
• Identify and report any system or process issues to minimize recurring errors.
• Support the team by taking on additional administrative duties as required.

Requirements

• Prior experience in financial institution will be an advantage

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117

OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position.

• Assist with the preparation and coordination of sales quotations and related documentation.
• Generate and distribute quotation summaries and monthly reports in a timely manner.
• Prepare policy illustrations using insurer platforms, ensuring accuracy and completeness.
• Maintain working knowledge of various insurance software systems and product offerings.
• Respond to inquiries from both internal teams and external stakeholders professionally and promptly.
• Provide administrative support to consultants and bankers, including preparing and arranging the delivery of client proposals.
• Ensure accurate data entry and maintain up-to-date records.
• Identify and report any system or process issues to minimize recurring errors.
• Support the team by taking on additional administrative duties as required.

Requirements

• Prior experience in financial institution will be an advantage

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117

Job Description:

• Manage the onboarding of RNF representatives, ensuring all regulatory and internal requirements are met.
• Ensure compliance with the MAS Representative Notification Framework (RNF) through Fit & Proper assessments, ongoing monitoring, and continuous screening, including annual declarations.
• Review, assess, and escalate Fit & Proper cases in accordance with MAS RNF requirements, including cases involving adverse findings and recommended supervision measures.
• Manage administrative matters relating to representatives, including transfer administration and representative code management.
• Support the planning and execution of company events and initiatives.
• Perform general administrative and clerical duties as assigned.
• Participate in ad-hoc projects and initiatives as required.

Requirements

• Diploma or Bachelor’s degree in any discipline.
• Strong familiarity with MAS guidelines, including the Representative Notification Framework (RNF), and other relevant regulatory requirements.
• Experience in Fit & Proper assessments and enhanced monitoring protocols is preferred.
• Strong interpersonal and communication skills.
• Proficient in Microsoft Excel and Word.
• Resourceful, with a strong team-oriented and collaborative mindset.
• Meticulous with a keen eye for detail.
• Ability to multitask, work under pressure, and adapt in a fast-paced environment.

Other Information:

• 5 day work week
• Permanent position
• Working hours: 9 am to 6 pm

Contract Type: Temporary (6 months)

Role Overview

We are seeking an experienced Administrative Assistant to provide comprehensive support to a dynamic Commodities Trading and Sales team of 10+ professionals. This role is critical in ensuring the smooth operation of front office activities in a fast-paced environment. You will work closely with another administrative assistant already supporting the team, requiring minimal training and the ability to quickly adapt to established processes.

Key Responsibilities

• Deliver high-quality administrative support to a busy front office team.
• Manage extensive scheduling, including complex calendar coordination across multiple stakeholders.
• Handle expense submissions with precision and efficiency, ensuring compliance with internal policies.
• Organize meetings, conference calls, and team events, often across multiple time zones.
• Provide logistical support for client visits, internal reviews, and trading floor requirements.
• Maintain accurate records and documentation, supporting operational excellence.
• Collaborate with the existing admin team member to balance workload and ensure seamless coverage.

Required Skills & Experience

• Front Office Support Expertise: Proven track record (3–5+ years) in supporting trading, sales, or similarly high-pressure environments.
• Scheduling Mastery: Extensive experience managing complex calendars for multiple stakeholders.
• Expense Management: Strong background in handling high volumes of expense submissions with accuracy.
• Team Support: Ability to support a group of 8–10+ professionals, balancing competing priorities.
• Adaptability: Comfortable working in a dynamic, fast-moving environment with minimal supervision.
• Professional Communication: Strong interpersonal skills, with the ability to liaise effectively across teams and levels of seniority.

Candidate Profile

The ideal candidate is proactive, detail-oriented, and thrives in a high-energy front office setting. You should be able to anticipate needs, manage multiple priorities simultaneously, and deliver results with minimal guidance. Previous experience in financial services or trading environments will be highly advantageous.

99C3289
R1100672

Job Duties:

• Provide secretarial executive support to a team of 4-5 pax

• Manage calendars across multiple time zones, including scheduling internal and external meetings, prioritizing commitments, and resolving conflicts.

• Coordinate end‑to‑end global travel arrangements, including flights, accommodation, ground transportation, visas, and itineraries.

• Manage invoice and expenses checking and processing, including review, documentation, and securing necessary approvals for payment

• Act as a trusted liaison between executives and internal/external stakeholders

• Support meetings, and events, including agenda preparation, materials compilation, logistics, and follow‑ups.

• Compile presentations, reports, and correspondence in advance of meetings.

• Maintain confidentiality of highly sensitive information and handle matters with professionalism and integrity.

• Other ad hoc duties as assigned

Job Requirements:

• Minimum 4 years of experience providing executive‑level administrative support, preferably within financial services or a multinational corporate environment.

• Strong organizational skills with the ability to manage multiple priorities in a fast‑paced, high‑pressure environment.

• Proven ability to work independently with sound judgment, discretion, and problem‑solving capabilities.

• Highly detail‑oriented, proactive, and solutions‑focused.

  
  

Interested applicants please send your resume in MS Words and attention it to Tan Joanna (R1104661)

Short listed candidates will be notified

www.ambition.com.sg

EA Registration Number: R1104661

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

OCBC opens doors to new opportunities.

Start your career with OCBC as a Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Fresh graduates are welcome to apply for the role.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position.

Responsibilities:

• Japanese speaking candidates is required to communicate with native Japanese‑speaking clients and stakeholders from Japan.
• Manage executives’ schedules, coordinate meetings, and arrange travel.
• Provide support for both internal and external communication efforts.
• Conduct research and prepare materials for internal use.
• Oversee office management, including procurement and supply management.
• Handle expense management and preparation of financial reports.
• Plan and manage various events for the department.
• Manage and support internal systems effectively.
• Propose and implement improvements for business processes.
• Undertake additional ad-hoc tasks as assigned.

Requirements:

• Recognized diploma or degree in a relevant field.
• Minimum of 3 years of experience in general affairs or secretarial roles.
• Japanese speaking ability in order to communicate professionally with native Japanese‑speaking clients and internal stakeholders from Japan.
• Capable of responding flexibly and agilely to changing demands.
• Strong communication skills and a collaborative team spirit.
• Basic knowledge and skills in IT systems are preferred.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (Persol Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to Persol Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy

Job Duties:

• Manage and maintain accurate records related to personnel onboarding and offboarding processes.
• Prepare and distribute required forms and documentation to applicants.
• Follow up to resolve any missing or incorrect information during the application process.
• Support verification procedures and report any concerns to the appropriate parties.
• Communicate outcomes of application reviews through official correspondence.
• Coordinate the production and distribution of access credentials or identification materials.
• Maintain updated logs for tracking and reporting purposes.
• Provide general administrative support for additional tasks as needed.

Requirements

• Prior experience in administrative functions

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117

Personal Financial Relationship Manager / Advisor

Key Responsibilities

• Understand customers’ financial needs and provide tailored advice, solutions, and timely recommendations
• Promote and cross-sell a comprehensive suite of banking and investment products, including insurance, structured deposits, and unit trusts
• Build and maintain strong, long-term relationships with both new and existing customers
• Ensure all advisory activities are conducted with professionalism, accuracy, and in full compliance with internal policies and regulatory requirements
• Leverage multiple channels such as branch networks, tele-consulting, and referrals to achieve and exceed individual sales targets

Skills & Experience

• Passion for wealth management and delivering value to clients
• Ability to thrive in a fast-paced, target-driven environment
• Self-motivated, resourceful, and able to work independently
• Strong communication and interpersonal skills with a proactive mindset

Ready to make an impact? We’d love to hear from you! Apply today by sending your resume to apply81@talentvis.com or click apply now!

**We regret to inform that only shortlisted candidates would be notified

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Sherwin Wong | EA Personnel No: R1770151

Job Description:

• Client servicing and follow-ups – Assist advisors in scheduling client meetings, following up on documents, and ensuring smooth communication with clients.
• Policy and investment administration – Prepare, submit, and track insurance applications, investment forms, and policy servicing requests.
• Compliance and documentation – Ensure all client documents, KYC forms, and regulatory requirements are properly completed and filed.
• Portfolio and reporting support – Help prepare client portfolio summaries, investment reports, and meeting materials for advisors.
• Operational and administrative support – Maintain client databases, manage appointments, coordinate seminars/events, and support day-to-day office operations.