Total 28 financial planner job vacancies in Administrative / Clerical category in Indonesia

Job Responsibilities (Main work tasks, including interface work with other departments):

1. Arrange vehicles based on the delivery order types and dispatch schedules in the SAP system (including company-owned vehicles, external third-party vehicles, self-pickup vehicles, and ocean freight containers).
2. Track the vehicle dispatch status of the logistics department and the loading status of finished products. Promptly report abnormal situations to relevant personnel.
3. Coordinate relations across all sectors according to specific delivery requirements to ensure smooth shipping operations.
4. Execute manual adjustments for inventory requirements, and log them into the real-time inventory system promptly for easy tracking.
5. Answer inquiry calls from sales personnel and related positions. Resolve modifications regarding transport bills and deliver high-quality service.
6. Organize and maintain various types of receipts and documents.
7. Compile statistics and analyze the department's production, sales, inventory data, and reports.
8. Complete other tasks assigned by leadership.

Perks & Benefits

• Regular team activities
• Medical insurance
• Attendance Allowance
• ND Star Award
• Loyalty Allowance

工作職責（主要工作任務，包括與其他部門的溝通協調工作）：

1. 根據 SAP 系統中的交貨訂單類型和調度計劃安排車輛（包括公司自有車輛、外部第三方車輛、自提車輛和海運貨櫃）。
2. 追蹤物流部門車輛調度狀態和成品裝載狀態。及時向相關人員報告異常。
3. 根據具體的交付要求，協調各部門之間的關係，以確保順利的運輸作業。
4. 手動調整庫存需求，並及時將其記錄到即時庫存系統中，以便於追蹤。
5. 接聽銷售人員及相關崗位人員的諮詢電話。處理運輸單據的修改事宜，並提供優質服務。
6. 整理保管各類收據和文件。
7. 總結並分析部門的生產、銷售、庫存數據和報告。
8. 完成領導分配的其他任務。

福利待遇

• 定期團隊活動
• 醫療保險
• 出勤津貼
• ND之星獎
• 忠誠津貼

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 Duties:

• Maintain accurate records for onboarding and offboarding processes, ensuring all documentation is up to date
• Prepare, distribute, and follow up on application forms to resolve missing or incorrect information
• Support verification processes, flagging issues and communicating application outcomes through official channels
• Track and report application status while coordinating issuance of access credentials and providing general administrative support

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

Financial Adviser (Experience with License)

This is a perm hire role as for one of our client in the Insurance Industry

Salary Range: $1,000 - $ 3,000 (fixed salary) + commission (hit KPI)
Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Agent. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Agent, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• Current License Agent who wish to transfer to a new team
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum Diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

Note: Need to take personality test online (duration : 30 mins)

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified. By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito ||| EA Registration: R251265801

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

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.