Total 1,298 financial advisor job vacancies in Indonesia

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Job Responsibilities:

• Build and maintain a strong clientele database
• Conduct fact-finding interviews to identify clients’ financial objectives
• Analyse client data to recommend suitable financial strategies
• Deliver tailored insurance and investment solutions to meet clients’ unique needs
• Establish and maintain long-term client relationships through periodic reviews and follow-ups
• Provide sound financial advice while adhering strictly to compliance and regulatory requirements
• Actively engage potential customers to expand the customer base
• Participate in structured training and mentorship programs to support career progression
• Leverage a proven performance-based framework with stable monthly payouts

Requirements:

• GCE ‘A’ Level with passes
• International Baccalaureate (IB) Diploma, or
• Polytechnic Diploma awarded in Singapore or equivalent
• Strong interpersonal and networking skills
• Motivated, dynamic, and eager to build a long-term career in the financial industry
• Willingness to network among business associates

What We Offer:
✅Structured training and mentorship to develop your skills
✅Proven framework with stable monthly payouts
✅Opportunities to build trusted long-term client relationships
✅A dynamic and supportive team culture
✅Career progression opportunities in the financial services industry

Interested Candidates Kindly Whatsapp Me @ +65 8838 7279 with your updated resume.

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

• 1-year contract role

Rostered working time:

• 8.30am to 6.00pm

• 10.00am to 7.30pm

Student Services

• Assist students with general inquiries at the Student Services Hive Counter (scheduled roster).

• Manage course-related email and phone inquiries based on assigned course portfolio.

• Provide coverage for the Student Services Concierge Counter during exigencies.

Student Engagement

• Establish multi communication channels and maintain strong relationships with student cohorts. Disseminate information to students via established multi communications channels

• Disseminate essential course information, including start dates, exams, and assessments.

• Provide course counselling to students transferring to new programs.

• Address general candidature, course pathways, and administrative queries.

• Collaborate with the Student Success Office on student, career, and industry engagement activities.

• Support academics in organizing Student Staff Liaison Committee (SSLC) meetings

• Actively participate in student engagement activities by either joining as a participant, leading the activity, or serving as a staff mentor for events.

• Develop and implement initiatives to enhance student engagement.

• Provide guidance and support to students to ensure a comfortable, reassuring, and enriching learning experience.

• Collaborate with faculty, student organizations, and other stakeholders to promote student involvement and well-being.

• Supporting the Deputy Director and Manager in organising student orientation and yearly graduation.

• Working with the Staff Mentor and Faculty Advisor, support and provide advice / guidance to the CU Student Club in organizing student events throughout the year, monitoring the deliverables of the Student Club.

Student Cohort Management (For assigned course portfolio)

• Coordinate with the admissions team on offer packs, cohort matters, and matriculation.

• Liaise with course consultations and country managers for any student cohort enrolment matters

• Process student transactions for re-module, deferment, exemption, transfers, and withdrawals, ensuring accurate status updates in the Student Management System (SMS)

• Address and resolve student inquiries/feedback by coordinating with internal and external stakeholders, including the University.

• Schedule academic intervention and support, where required

• Ensure students are registered on e-attendance system and Blackboard, where required.

• Reconcile enrolment numbers and collection of revenue.

• Follow up on outstanding payments, late fees, financial issues, and instalment requests.·

• Prepare and ensure accuracy of reports for royalty payments to the University

• Maintain up-to-date student status records in SMS and inform the University of any change.

• Foster strong relationships with the Academic Partnership Unit (APU) for course-related administrative matters

Others

• Support ad hoc projects and tasks as required

Job Requirements

• Degree in any discipline. Diploma holders with relevant experience are welcomed to apply too

• 1 to 5 years of relevant working experience in the Private Education Industry is preferred

• Strong customer orientation

• Strong leadership and people management skills

• Creative and resourceful in problem solving

• Meticulous and self-motivated

• Able to work under pressure in fast-paced work environment

• Excellent verbal and written communication skills

• Willing to work on weekends when required for events such as graduation ceremonies and open houses

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

We are an expanding Motor Workshop looking for Service Advisor, we are looking for commited staff to grow together with the company.

The Requirements are as follows:

- Serve customers

- Follow up issues with customers

- Ordering of parts

- liaising with mechanics

- liaising with administrative staff

- preferably have license (Class 3)

- good command of language

- good communication skill

- any other job assigned by the workshop manager

Salary: $2800 - $3200

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Job Description

HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Consultants.

In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services.

This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.

Key Responsibilities

• Build and maintain professional relationships with clients
• Conduct financial needs analysis and identify suitable planning strategies
• Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
• Prepare and review financial planning recommendations based on clients' objectives
• Provide ongoing support and regular reviews to ensure clients remain on track towards their financial goals
• Maintain accurate client records and documentation
• Participate in training, professional development programmes, and industry licensing requirements
• Ensure all advisory activities comply with regulatory and company standards

Requirements

• Singapore Citizen or Permanent Resident
• Minimum Diploma, A-Level, or Degree qualification in any discipline
• Strong communication and interpersonal skills
• Client-oriented with a willingness to learn and develop professionally
• Self-motivated and able to work independently
• Good organisational and time management skills
• Prior experience in financial services, sales, customer service, or relationship management is advantageous but not required

What We Offer

• Structured onboarding and training programme
• Mentorship from experienced financial services professionals
• Support for professional licensing and certification requirements
• Continuous learning and development opportunities
• Clear career progression pathway
• Flexible work arrangements
• Collaborative and supportive working environment

Preferred Traits

• Interest in financial planning and personal finance
• Strong relationship-building skills
• Professional, responsible, and adaptable mindset
• Growth-oriented and committed to continuous learning

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Job Overview:

We are seeking a motivated and client-focused Wealth Advisor to provide financial planning and advisory services to individuals and businesses. The ideal candidate will assist clients in achieving their financial goals through personalized strategies, strong relationship management, and professional financial guidance.
Build a meaningful career while helping others secure their financial future.

Key Responsibilities:

• Build and maintain strong client relationships
• Understand clients’ financial goals and provide suitable solutions
• Conduct financial reviews and needs analysis
• Advise on wealth management, savings, insurance, and investment solutions
• Develop personalized financial plans
• Stay updated on financial products, market trends, and industry regulations
• Provide excellent customer service and ongoing client support
• Generate leads and expand client networks through referrals and business development activities

Requirements:

• Strong communication and interpersonal skills
• Self-motivated, driven, and goal-oriented
• Ability to work independently and manage time effectively
• Good problem-solving and analytical skills
• Sales or customer service experience is an advantage
• Diploma or Degree in any field preferred

What We Offer:

• Flexible working environment
• Training and mentorship provided
• Career growth opportunities
• Attractive commission and incentive structure
• Supportive team environment

Job Type:

Full-time / Part-time / Freelance

Application Process: 

To apply for this position, please submit your resume and cover letter to jdsexecutivecontact@gmail.com
Shortlisted candidates will be contacted for interviews.  

Responsibilities:

Manage full set of accounts including Accounts Payable (AP), Accounts Receivable (AR), and General Ledger (GL).

Perform monthly closing activities, including journal entries, accruals, prepayments, and account reconciliations.

Prepare monthly, quarterly, and annual financial reports.

Handle bank reconciliation and monitor cash flow activities.

Prepare management reports and financial analysis to support business decisions.

Handle GST reporting, audit preparation, and tax-related matters.

Review invoices, payments, and expense claims for accuracy.

Maintain proper accounting records and documentation.

Liaise with auditors, tax agents, and external stakeholders when required.

Must take full responsibility for GST, CPF, IRAS tax matters, and financial year-end closing without any interruption due to personal reasons

Requirements:

Degree/Diploma in Accounting, Finance, or related discipline.

Minimum 2–5 years of relevant accounting/finance experience.

Strong knowledge of full set accounting.

Proficient in Microsoft Excel and accounting software/ERP systems.

Experience with Tally, ABSS, or similar systems is an advantage.

Good knowledge of GST and accounting practices.

Strong analytical skills and attention to detail.

Able to work independently and meet reporting deadlines.

Good communication and interpersonal skills.

Preferred Skills:

Financial reporting

Audit support

Tax compliance

AP/AR management

Cash flow management