Client Advisor (ERP Tactical Program)

UOB; Jakarta Pusat; On-site; IDR 223,200,000 - 401,760,000; Full time

Job summary

UOB Indonesia is seeking a client advisor for the ERP Tactical Program based in Jakarta Pusat. The role focuses on sales, service, and relationship management within a banking environment, requiring strong communication and knowledge of financial products.

The candidate will coordinate with branch teams, ensure compliance with regulations, and drive customer satisfaction through proactive engagement and financial planning. A Bachelor degree and 5+ years as a Relationship Manager are preferred.

Qualifications

• Bachelor degree required.
• Minimum 5 years as a banking Relationship Manager.
• Knowledge of Indonesian banking procedures and regulations.
• Experience selling Funding, Wealth Management and Investment products.
• Excellent interpersonal and communication skills.
• Ability to work across multidisciplinary and multicultural teams.

Responsibilities

• Plan daily and weekly sales activities to hit targets.
• Increase customer account balances through active sales efforts (calls, visits, walk-ins).
• Provide product consultation and promote cross-selling.
• Handle account opening and related administrative procedures.
• Maintain strong relationships with customers and ensure satisfaction.
• Stay updated on UOB products, promotions, and market trends.

Skills

Interpersonal skills

Communication skills

Education

Bachelor degree

Tools

WAPERD WPPE AAJI certifications

Job description

## Client Advisor (ERP Tactical Program)Apply: Jakarta Pusat (City Area): Full time: Posted Today: End Date: November 30, 2026 (30+ days left to apply): JR97766Company: 3111 UOB Indonesia **About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow. **Job Description**SALES1. Conduct daily and weekly planning of sales activities in order to reach those targets2. Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits)3. Introduce and explain products / promotion4. Provide product consultation5. Cross-sell6. Handle customer account-related administrative procedures / paperwork7. Account opening8. Keep track of customer communications and transactions9. Stay updated on UOB products and promotions, and preferably also market products, players, and trends SERVICE1. Establish and maintain good relationships with customers:2. Regular courtesy calls – to check up on customers, not just for sales purposes3. Profiling: understand needs, preferences, life styles4. Product inquiries5. Solve customer issues6. Conduct financial planning7. Uphold an overall superior service standard that is in line with UOB Wealth Management banking image and reputation8. Ensure overall customer satisfaction PEOPLE1. Serve as focal point between UOB customer acquisition team and UOB telebanking team in ensuring seamless synchronization of customer knowledge2. Work closely with ALL members of the branch team COMPLIANCE1. All sales activities must be done in compliance with company and government regulations and policies Job Requirements1. Bachelor Degree2. Have WAPERD, WPPE and AAJI certifications (preferred)3. Have experience as a banking Relationship Manager min. 5 years4. Have knowledge of general Indonesian banking procedures and regulations5. Have knowledge of banking operations6. Has experience in selling Funding, Wealth Management and Investment products7. Excellent interpersonal and communication skills with a proven ability to communicate effectively8. Proven ability in working across multi-disciplinary and multicultural diverse work experiences## **Additional Requirements**Develop (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)Be a Part of the UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.