Total 1,298 financial advisor job vacancies in Indonesia

Job Scope:

• Assist in the monthly closing and forecasting process for multiple entities.

• Prepare forecasts and provide recommendations for corrective actions where necessary.

• Consolidate monthly forecasts and prepare detailed variance analysis reports.

• Investigate unusual variances and work with relevant stakeholders to resolve issues.

• Develop periodic management reports, dashboards, and presentations for management review.

• Support business performance analysis and provide insights to facilitate decision-making.

• Manage daily schedules, appointments, meetings, and travel arrangements for management.

• Coordinate meetings and follow up on action items to ensure timely completion.

• Provide administrative and operational support to senior management.

• Prepare presentation materials, reports, and business correspondence.

• Handle confidential information with professionalism and discretion.

• Perform other ad-hoc duties and projects as assigned.

Requirements :

• Minimum Diploma or Bachelor's Degree in Accounting, Finance, Business Administration, or a related discipline.

• At least 2 to 3 years of experience in accounting, financial reporting, business reporting, or a similar analytical role

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Tan Sin Yong (Stella)

EA Personnel Reg No: R24124127

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

About the company
An established global financial services firm with a strong market presence in the insurance sector is expanding its finance function in Singapore. 

About the job
This specialized financial reporting position offers an excellent opportunity to manage statutory compliance and technical ledger closure workflows within a prominent insurance organization.

• End-to-end preparation of monthly, quarterly, and annual financial statements in accordance with relevant statutory requirements.

• Preparing and ensuring timely submission of MAS regulatory returns.

• Participating actively in the ongoing maintenance, reporting, and disclosure workflows under the IFRS 17 standard, collaborating closely with the actuarial and IT teams.

• Handle incoming financial inquiries and facilitate effective communications with auditors and external regulatory bodies.

• Identifying opportunities to streamline reporting workflows, enhance data automation, and strengthen internal controls.

Skills and experience required
The ideal candidate will bring solid technical competence in corporate reporting alongside an analytical mindset.

• At least 2 years of financial reporting experience within the insurance industry.

• Bachelor's degree in accountancy, finance, or a related discipline, with a preferred professional certification such as CA or CPA status.

• Hands-on exposure to MAS regulatory requirements and a solid, practical understanding of IFRS 17 are essential for this role.

• Strong communication and interpersonal skills, with the ability to translate complex financial data into actionable insights for diverse stakeholders.

• A resilient problem-solver who thrives in a collaborative, fast-paced environment.

• Big 4 Insurance Auditors who are looking to make their first or second move into the commercial sector are highly encouraged to apply.

To apply online please use the 'apply' function, alternatively you may contact Lynette Lim.
(EA: 94C3609/ R1435181 )

Looking for Financial Solutions Consultant

Responsibilities:
1. Acquire new clients for loans consultation (Business loans & Property loans).

2. Advise existing clients on refinancing, cost savings and incremental loans.

3. Administer documentation with regards to loan applications.

4. Follow through the loan applications to final loan disbursement.

5. Liaise with all related parties with regard to the loan application(Banks, Lawyers, agents, etc).

6.  Skills to identify and propose business opportunities. Conduct in-depth market research to identify potential business opportunities.

7. Having the full knowledge and understanding towards company profile and services. Able to handle and explain to clients fully of the company's services. Engaging clients to use services, converting them to be a supportive and ongoing client.

Skills:

1. Ability to understand client's financing needs and recommend suitable business or property loan solutions. Evaluating financial situations, repayment capability and suitable loan structures.

2. Skilled in engaging potential clients and maintaining professional relationships with existing customers. Conducting follow-ups consultations and providing ongoing financing support.

3. Knowledge in analysing existing loan structures and identifying refinancing or incremental loan opportunities. Supports clients in improving cash flow and reducing financing costs.

4. Competent in preparing, reviewing, and administering loan application documents accurately. Ensures proper submission processes and compliance with financing requirements.

5. Ability to manage loan applications from initial consultation to final loan disbursement. Monitoring progress, tracking timelines, and ensuring smooth process completion.

6. Skilled in coordinating with banks, lawyers, agents and other related parties regarding loan applications. Supports efficient communication and timely resolution of application matters.

 (6 Months period)

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

Customer Logistics Management, Dedicated Customer Support; CLM Customer Global Strategy Implementation; CLM Customer Regional Strategy Development & Implementation; Support Customer Profile Analysis; Support Solution Design; Support Supply Chain Strategy; SOP Development; Project Management (Customer Onboarding); Quality Agreement for Implementation; Regular Business Reviews; Structural Issue Resolution (Corrective Actions & Preventative Actions); Escalation Management; Driving Customer Quality; SOP Ownership (Including Change Requests); Customer Improvement of Service Quality; Management of Cost to Serve; Knowledge Management; Reduce Cost of Poor Quality; Engagement with senior leadership (e.g. supply chain/logistics directors including C-suite positions) in customer regional headquarters.

Job Description

Roles & Responsibilities

• Customer Logistics Management,

• Dedicated Customer Support;

• CLM Customer Global Strategy Implementation;

• CLM Customer Regional Strategy Development & Implementation;

• Support Customer Profile Analysis; Support Solution Design;

• Support Supply Chain Strategy;

• SOP Development;

• Project Management (Customer Onboarding);

• Quality Agreement for Implementation;

• Regular Business Reviews; Structural Issue Resolution (Corrective Actions & Preventative Actions);

• Escalation Management;

• Driving Customer Quality;

• SOP Ownership (Including Change Requests);

• Customer Improvement of Service Quality;

• Management of Cost to Serve;

• Knowledge Management;

• Reduce Cost of Poor Quality;

• Engagement with senior leadership (e.g. supply chain/logistics Directors) in customer regional headquarters

Requirements

• Education: Bachelor’s degree or equivalent

• Experience: Six (6) years of relevant work experience at regional level, preferably in logistics field supporting large customers

Location:

Singapore

Employment Type:

Full-Time

About Our Client

Our client is a growing and high-performing advisory team within an established financial services environment in Singapore.

The team is committed to building a supportive, performance-driven, and sustainable environment for advisors at different stages of their careers. With a strong emphasis on mentorship, collaboration, and business development support, the team provides advisors with the resources and guidance needed to build long-term success.

As part of its expansion plans, the team is seeking individuals who are looking for a stronger platform, enhanced support structure, and opportunities for professional growth.

About the Opportunity

This opportunity is ideal for individuals who are seeking a more supportive and growth-oriented environment to build and scale their practice.

The team provides structured mentorship, business development support, lead generation initiatives, administrative assistance, and a performance-focused environment designed to help advisors build a sustainable and successful long-term practice.

Individuals who are entrepreneurial, relationship-oriented, and motivated by long-term personal and financial success may find this opportunity particularly attractive.

Key Responsibilities

• Build and maintain long-term client relationships
• Understand clients' financial goals, priorities, and protection needs
• Provide suitable financial planning and advisory solutions
• Support clients in areas such as protection, wealth accumulation, retirement, and legacy planning
• Develop and grow a personal client portfolio through networking, referrals, and relationship management
• Maintain ongoing client servicing and regular reviews
• Participate in training, coaching, and professional development activities

Who We Are Looking For

We are particularly interested in individuals who:

• Are seeking stronger mentorship and support
• Are looking for long-term career growth within a collaborative environment
• Are entrepreneurial, self-driven, and motivated by performance and personal development
• Enjoy building relationships and helping clients achieve their financial goals
• Are open to continuous learning and professional development
• Are MDRT aspirants or advisors seeking to elevate their production levels and build a stronger long-term practice

Professionals from financial advisory, banking, wealth management, relationship management, sales, recruitment, property, and other client-facing backgrounds are encouraged to apply.

Individuals exploring a career transition and looking for a supportive environment to build a long-term advisory practice may also be considered.

Requirements

• Minimum Polytechnic Diploma or Degree (as required by regulatory guidelines)
• Existing FA licences preferred for industry candidates
• Strong interpersonal and communication skills
• Self-driven and comfortable working within a performance-based environment
• Strong relationship-building abilities
• Positive attitude, resilience, and willingness to learn
• Singaporeans/ PR only

What Is Provided

• Structured training and mentorship
• Dedicated onboarding support
• Weekly coaching and development sessions
• Administrative and backend support
• Guidance from experienced leaders
• Business development support and networking opportunities
• Lead generation initiatives to support business growth
• Collaborative and growth-oriented team environment
• Clear career progression pathways

Incentive & Support Programmes

Depending on experience and eligibility, advisors may have access to:

• Additional incentive programmes for both new and experienced advisors
• Transition support packages for eligible industry hires
• Performance-based recognition and rewards
• Overseas incentive trips and achievement-based programmes

Further details will be shared during the interview process.

Why Explore This Opportunity

Many advisors enter the industry seeking flexibility, growth, and income potential but often find themselves navigating the journey alone.

This opportunity offers access to a supportive environment with mentorship, business development support, lead generation initiatives, and a collaborative culture focused on helping advisors build sustainable long-term careers.

For advisors looking for a platform that combines support, growth opportunities, and performance-driven success, this may be an opportunity worth exploring.

Apply Now

If you are an experienced Financial Advisor exploring a new platform, or a client-facing professional interested in learning more about the Financial Advisory industry, we welcome a confidential discussion.

Responsibilities

• Boosting sales revenue and profitability by achieving sales targets
• Handle customer’s queries, feedbacks/complaints professionally
• Conduct professional scalp analysis; demonstrate features/ benefits of treatments, services and products
• Recommend packages according to individual needs and conditions
• Constantly educate customers on the necessity and benefits of company’s treatments, services and products
• Build rapport with customer and providing good customer service and needs in relation to hair & scalp enquiries
• Perform basic hands-on treatments when necessary
• Updating of customer’s progress in the treatment card and computer system
• Telemarketing and attending to phone calls
• Conduct regular stock-take, responsible for healthy stock level in store and stock ordering
• Provide administrative support and complete daily sales report for the outlet manager
• Assist in display of merchandise, ensuring branding alignment and standards are maintained
• Assist in other areas where necessary to ensure the smooth operation of the store
• Other ad-hoc tasks as assigned by the Supervisor

Requirements

• Certificate in any discipline
• Experience and competent in sales with minimum 3 years of relevant experience preferably in beauty industry
• Excellent communication skills (Bilingual) to liase with English and Chinese speaking customers
• Sensitive to customers’ needs and attention to details
• Strong sense of responsibility and urgency
• Be self-motivated; high stress tolerance
• Good team player, service oriented and proactive
• Willing to work retail hours, on weekends and public holidays

We are working with a leading financial firm seeking a hands-on Cybersecurity Architect to design and deliver security controls across cloud, infrastructure, endpoint, identity, and security operations.

This role requires both architecture ownership and hands-on delivery involvement, with a strong focus on Cloud Security.

Responsibilities

• Design and maintain security architecture across on-premises and Azure cloud environments
• Build practical, right-sized security controls for a lean hedge fund environment
• Architect Azure security, secure landing zones, ingress/egress controls, identity security, PAM, and secrets management
• Improve endpoint security baselines, vulnerability management, patching, and software risk remediation
• Lead technical delivery across SIEM/SOC integrations, DLP, network segmentation, EDR/XDR, and vulnerability management
• Work with infrastructure, cloud, application, and project teams to embed security by design
• Produce technical documentation, engineering standards, and deployment playbooks
• Provide senior technical escalation for security incidents and outsourced SOC/SIEM partners
• Conduct threat modelling for new applications, platforms, and infrastructure changes
• Translate audit, cyber risk, and regulatory requirements into engineering solutions

Requirements

• 8–12 years’ experience in cybersecurity engineering, security architecture, cloud security, or security infrastructure
• Strong hands-on experience with Microsoft Defender for Endpoint, Microsoft 365 Defender / E5 Security, Entra ID, identity protection, and Azure security controls
• Strong Azure security architecture and engineering experience
• Experience across SIEM/SOC, EDR/XDR, DLP, vulnerability management, network segmentation, endpoint security, and patch/software deployment
• Proven ability to design and deliver security controls across hybrid cloud environments
• Financial services experience preferred; hedge fund or asset management experience advantageous
• Comfortable working in a lean environment requiring both architecture ownership and hands-on delivery
• Familiarity with MAS TRM, NIST CSF 2.0, or similar security frameworks

With well over a decade of a solid and enviable track record behind us, headquartered in Hong Kong, Pinpoint Asia Infotech Pte Ltd (EA License: 16C8291) is the go-to IT Search Firm for several top Investment Banks and Financial Institutions.

If you are interested in the above position, please send your CV to Charlie Kim @ resume.sg@pinpointasia.com (EA Registration number: Reg No: R23112483) and include the Cybersecurity Architect - Leading Financial Firm - J12931 in the subject title.

Have you ever felt…

• Capable of much more than your current job allows?
  
  

• Stuck in a routine that repeats itself day after day?
  
  

• Overlooked, underpaid, or taken for granted despite your effort?
  
  

• Tired of working hard just to make someone else richer?
  
  

If that sounds like you, this could be the turning point you’ve been waiting for.

We are looking for ambitious, driven individuals who are ready to break free from the ordinary and build an extraordinary career as a Wealth Strategy Advisor.

One of the best WORK FROM HOME opportunities

(High Income | Flexible Hours | No Cold Calling | Full Mentorship Provided)

Are you feeling stuck, overlooked, or underpaid?

Perhaps you’re:

• Working long hours but your income hasn’t grown in years

• Feeling replaceable in your current job, despite your effort

• Out of the workforce for some time and struggling to get a second chance

• New to financial services and told you “don’t have the right background”

• Tired of being looked down on, micromanaged, or undervalued

One of the best WORK FROM HOME opportunities

(High Income | Flexible Hours | No Cold Calling | Full Mentorship Provided)

Are you feeling stuck, overlooked, or underpaid?

Perhaps you’re:

• Working long hours but your income hasn’t grown in years

• Feeling replaceable in your current job, despite your effort

• Out of the workforce for some time and struggling to get a second chance

• New to financial services and told you “don’t have the right background”

• Tired of being looked down on, micromanaged, or undervalued

Duration: 29 Jun 26 – 28 Sept 26
Location: Eunos
Salary: $2000
Working Hours: 5 days office hours

Job Scope:

• You will attend to phone enquiries from our customers, effectively maintaining our Contact Centre’s high level of accessibility and supporting the preparation and delivery of service requests for customers and distribution partners.
• Attend to enquiries and requests from phone calls in a professional and prompt manner.
• Update complete and accurate information on customer interaction in the Customer Relationship Management (CRM) system.
• Ensure effective and timely follow-up as promised to customers.
• Alert management of issues and concerns that require escalation for complete resolution.
• Work closely with stakeholders on the service request requirements.
• Deliver service requests within stipulated service standards.
• Work collaboratively as a team to clear all queues in the system promptly.
• Attend all compulsory training sessions and team huddles as scheduled or requested by management to maintain service quality and operational alignment.
• Undertake projects or other responsibilities as assigned

Job Requirements:

• Min. A level/ Diploma/ Degree in any field
• No experience as training will be provided

If interested, please send updated resume via email  melissa@recruitexpress.com.sg 

Melissa Zhang Zhiqi (Mezzo)

(CEI.No: R2197564 | Recruit Express Pte Ltd (Healthcare & Life Science) | 99C4599)

melissa@recruitexpress.com.sg

• Up till $3,000 basic + Allowances + Commission + Incentive and Bonus

• Client-facing Role

• Strong SME Financing Positioning

• Established & Credible Brand (Since 1981)

• Strong Earning Potential
  

Our Client, a market-leading integrated solutions provider, is inviting qualified candidates to fill the position as Relationship Manager.

RESPONSIBILITIES:

• Identify, target and onboard clients in the IT / Construction / General sectors with business loan or equipment financing requirements.

• Generate leads through networking, cold calling, referrals and site visits.

• Conduct detailed needs analysis to match financial products to client needs.

• Maintain and grow a pipeline of qualified opportunities and achieving monthly loan disbursal targets.

• Work closely with credit and risk teams to ensure smooth loan processing and client satisfaction.

• Ensure all documentation, customer due diligence and KYC norms are followed as per regulatory and company guidelines.

• Build long-term relationships with business owners or decision-makers.

• Stay updated on industry trends, competitor offerings and lending norms.

• Track client lifecycle events (e.g. new project, merger, expansion plans) for upselling opportunities.
  

REQUIREMENTS:

• Diploma/ Bachelor’s Degree in Business and Finance

• 2–4 years of sales experience

• Proven experience in dealing with clients in the IT / Construction / General industry

• On-the-job training will be provided

• Excellent communication and negotiation skills

• Result-oriented with the ability to work independently and in teams

Job Description & Requirements

One of the best WORK FROM HOME opportunities

(High Income | Flexible Hours | No Cold Calling | Full Mentorship Provided)

Are you feeling stuck, overlooked, or underpaid?

Perhaps you’re:

-Working long hours but your income hasn’t grown in years

-Feeling replaceable in your current job, despite your effort

-Out of the workforce for some time and struggling to get a second chance

-New to financial services and told you “don’t have the right background”

-Tired of being looked down on, micromanaged, or undervalued