Client Advisor - Jabodetabek

UOB; Jakarta Pusat; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

UOB Indonesia is seeking a dedicated Client Advisor to support customers in Jabodetabek at our Jakarta Pusat branch. You will conduct daily sales activities, provide product consultations, and help customers open accounts while building lasting relationships.

The role requires a Bachelor degree and at least five years in banking, with strong communication and cross-sell skills. You will work closely with the branch team to deliver superb service and regulatory compliance.

Qualifications

• Bachelor degree required.
• 5+ years in banking or financial services.
• Understanding Indonesian banking regulations.
• Excellent communication and client service skills.

Responsibilities

• Plan daily and weekly sales activities to reach targets.
• Build customer relationships and provide product consultations.
• Cross-sell, promote promotions, and open accounts.
• Handle customer inquiries and paperwork.
• Keep up-to-date on products and market trends.
• Collaborate with branch team for seamless service accomplishments.
• Ensure compliance with regulations.

Skills

Interpersonal skills

Communication skills

Relationship management

Sales planning

Education

Bachelor Degree

Job description

## Client Advisor - JabodetabekApplyremote type: Onsitelocations: Jakarta Pusat (City Area)time type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: December 31, 2026 (30+ days left to apply)job requisition id: JR67921Company: 3111 UOB Indonesia **About UOB**United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.**Job Description**Job ResponsibilitiesSALES1. 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 trendsSERVICE1. 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 satisfactionPEOPLE1. 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 teamCOMPLIANCE1. All sales activities must be done in compliance with company and government regulations and policiesJob 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, Engage, Execute, StrategiseBe 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.