Client Advisor - PCP 2

UOB; Jakarta Pusat; Sur place; IDR 180 000 000 - 300 000 000; Plein temps

Résumé du poste

UOB Indonesia is seeking a branch-focused Privilege Banking sales professional to drive sales and portfolio growth for premium clients. The role involves supporting promotional activities, deepening customer relationships, and referring clients to other areas as needed.

The successful candidate will manage customer relationships, promote suitable products, and work to minimize attrition while adhering to regulatory and licensing requirements.

Responsabilités

• Drive branch sales and portfolio growth for Privilege Banking products.
• Support promotional activities and cross-sell across product lines.
• Enhance customer relationships and refer clients to relevant departments.
• Deepen existing relationships and minimize attrition.

Connaissances

Sales

Customer relations

Portfolio growth

Securities license

Description du poste

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 - Privilege Banking is responsible for branch sales and portfolio growth efforts related to various bank products. Requires a license to sell securities and related investment products. Activities include support of promotional activities, enhancing customer relationships, and referring customers to other areas, as appropriate. The Privilege Banking focus specializes in clients with investible assets below a given value that are serviced by the consumer or private bank. Responsible for maximizing revenues, product initiatives, sales, customer satisfaction, and minimizing operational losses, in addition to deepening existing relationships and minimizing customer attrition.

Consumer Banking covers activities related to providing services and products directly to consumers through various business channels. This group includes retail banking, consumer lending, auto finance, small business banking, and related business areas.

Additional Requirements

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.