Client Advisor - Jabodetabek

UOB; Jakarta Pusat; On-site; IDR 223,200,000 - 334,800,000; Full time

Job summary

3111 UOB Indonesia is seeking an experienced Banking Relationship Manager to drive sales and grow client portfolios in Jakarta. You will plan daily activities, engage clients, and promote funding, wealth management, and investment products while maintaining top service standards.

The role requires at least 5 years in banking relationship management, strong communication, and knowledge of Indonesian banking procedures. Compliance and teamwork with branch colleagues are essential.

Qualifications

• Bachelor degree required.
• WAPERD, WPPE and AAJI certifications preferred.
• Minimum 5 years as a banking Relationship Manager.

Responsibilities

• Conduct daily/weekly sales planning to meet targets.
• Increase customer balances via sales activities and visits.
• Provide product consultations and cross-sell wealth and investment products.
• Establish and maintain strong client relationships with high service standards.
• Ensure all activities comply with company and regulatory policies.

Skills

Relationship management

Sales targeting

Communication skills

Education

Bachelor Degree

WAPERD

WPPE

AAJI

Job description

Company: 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 Responsibilities

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, Engage, Execute, Strategise

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.