Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients.
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· Work closely with the Finance & Accounts teams of the offshore subsidiaries in Indonesia to ensure proper internal controls, costing systems, and timely preparation of financial and costing reports.
· Review accounting reports for consolidation at Group level.
· Review and consolidate budgets of the subsidiaries.
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