Client Advisor (ERP Tactical Program)

3111 UOB Indonesia; Jakarta Pusat; In loco; IDR 200.880.000 - 334.800.000; Tempo pieno

Descrizione del lavoro

3111 UOB Indonesia is seeking a Banking Relationship Manager to drive sales, manage client accounts, and provide consultative financial guidance in a busy branch environment.

The role requires delivering exceptional service, cross-selling wealth and investment products, and maintaining regulatory compliance while collaborating with the branch team and telebanking colleagues.

Competenze

• Bachelor Degree required.
• WAPERD, WPPE and AAJI certifications preferred.
• Min. 5 years experience 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.
• Experience working across multi-disciplinary and multicultural teams.

Mansioni

• Conduct daily and weekly planning of sales activities to reach targets.
• Increase customer account balance via calls, walk-ins and visits.
• Introduce and explain products / promotions; provide product consultation.
• Cross-sell and handle account-related administrative procedures.
• Open accounts and keep track of customer communications and transactions.
• Establish and maintain good relationships with customers; regular courtesy calls.
• Profiling: understand needs, life styles; handle product inquiries and issues.
• Conduct financial planning; uphold high service standards in line with Wealth Management.
• Serve as focal point between acquisition and telebanking teams; work with branch team.
• Ensure all sales activities comply with company and government regulations.

Conoscenze

Relationship Mgmt

Sales planning

Cross-sell

Customer service

Communication skills

Product knowledge

Formazione

Bachelor Degree

Descrizione del lavoro

Company: 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

SALES

• 1. Conduct daily and weekly planning of sales activities in order to reach those targets
• 2. Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits)
• 3. Introduce and explain products / promotion
• 4. Provide product consultation
• 5. Cross-sell
• 6. Handle customer account-related administrative procedures / paperwork
• 7. Account opening
• 8. Keep track of customer communications and transactions
• 9. Stay updated on UOB products and promotions, and preferably also market products, players, and trends

SERVICE

• 1. Establish and maintain good relationships with customers:
• 2. Regular courtesy calls – to check up on customers, not just for sales purposes
• 3. Profiling: understand needs, preferences, life styles
• 4. Product inquiries
• 5. Solve customer issues
• 6. Conduct financial planning
• 7. Uphold an overall superior service standard that is in line with UOB Wealth Management banking image and reputation
• 8. Ensure overall customer satisfaction

PEOPLE

• 1. Serve as focal point between UOB customer acquisition team and UOB telebanking team in ensuring seamless synchronization of customer knowledge
• 2. Work closely with ALL members of the branch team

COMPLIANCE

• 1. All sales activities must be done in compliance with company and government regulations and policies

Job Requirements

• 1. Bachelor Degree
• 2. Have WAPERD, WPPE and AAJI certifications (preferred)
• 3. Have experience as a banking Relationship Manager min. 5 years
• 4. Have knowledge of general Indonesian banking procedures and regulations
• 5. Have knowledge of banking operations
• 6. Has experience in selling Funding, Wealth Management and Investment products
• 7. Excellent interpersonal and communication skills with a proven ability to communicate effectively
• 8. 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 Family

UOB 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.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site