Client Advisor - Puri Kencana

3111 UOB Indonesia; Jakarta Utara; On-site; IDR 150,000,000 - 280,000,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Jakarta seeks a Privilege Banking sales professional to drive branch sales and portfolio growth. A license to sell securities and related investment products is required to support client opportunities and referrals within consumer and private banking offerings.

The role emphasizes maximizing revenues, strengthening customer relationships, and minimizing attrition across banking channels, with a focus on investible assets below defined thresholds.

Qualifications

• License to sell securities and related investment products.

Responsibilities

• Maximise revenues, implement product initiatives, drive sales and customer satisfaction, and minimise operational losses.
• Deepen existing relationships and minimise customer attrition by promoting Privilege Banking products.

Skills

License to sell securities

Job description

About UOB

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

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 specialises 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.

About the Company

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term. 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