Client Advisor - UOB Plaza

UOB; Jakarta Pusat; Hybrid; IDR 240,000,000 - 420,000,000; Full time

Job summary

UOB Indonesia is seeking a Client Advisor to build and maintain relationships with High Net Worth clients, delivering comprehensive financial advice and tailored wealth solutions. You will manage a portfolio, identify growth opportunities, and ensure compliance while collaborating with product specialists.

The ideal candidate has 3–5 years in wealth management, a strong sales record, and relevant CMFAS certifications.

Qualifications

• 3–5 years in wealth management, private banking, or financial advisory.
• Strong sales track record and client-facing experience.
• CMFAS certifications are highly advantageous.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Develop and manage a portfolio of HNW clients with financial goals.
• Provide holistic planning across wealth, investments, insurance, and legacy.
• Identify new business through referrals, networking and prospecting.
• Collaborate with product specialists to deliver customized solutions.
• Stay updated on markets and ensure regulatory compliance.
• Prepare and present financial proposals and reviews to clients.

Skills

Wealth management

Client relationships

Sales targets

Financial advisory

English proficiency

Education

Bachelor's degree in Finance

Bachelor's degree in Business

CMFAS M1A/M5/M8/M9 certifications

Tools

CMFAS

Job description

## Client Advisor - UOB PlazaApply: Onsite: Jakarta Pusat (City Area): Full time: Posted Today: End Date: October 31, 2026 (30+ days left to apply): JR96555Company: 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**Job Summary\\*\\* As a Client Advisor at UOB Plaza, you will be responsible for building and maintaining strong relationships with High Net Worth (HNW) individuals, providing comprehensive financial advice, and driving business growth through tailored solutions and exceptional service. Job Responsibilities\\*\\* \\* Develop and manage a portfolio of HNW clients, understanding their financial goals, risk profiles, and investment objectives. \\* Provide holistic financial planning and advisory services, covering areas such as wealth management, investments, insurance, and legacy planning. \\* Proactively identify and develop new business opportunities through client referrals, networking, and prospecting activities. \\* Collaborate with product specialists and internal stakeholders to deliver integrated and customized financial solutions. \\* Stay updated on market trends, economic conditions, and product offerings to provide relevant and timely advice. \\* Ensure full compliance with all regulatory requirements and internal policies. \\* Prepare and present financial proposals and reviews to clients. \\* Handle client inquiries and resolve issues efficiently and professionally. Job Qualifications\\*\\* \\* Bachelor's degree in Finance, Business, Economics, or a related field. \\* Minimum of 3-5 years of experience in wealth management, private banking, or financial advisory, preferably serving HNW clients. \\* Proven track record of achieving sales targets and building strong client relationships. \\* Possession of relevant financial advisory certifications (e.g., CMFAS M1A, M5, M8, M8A, M9, M9A, HI) is highly advantageous. \\* Strong understanding of financial products, investment strategies, and market dynamics. \\* Excellent communication, interpersonal, and presentation skills. \\* Ability to work independently and as part of a team in a fast-paced environment. \\* High level of integrity and professionalism. \\* Proficiency in English; additional language proficiency (e.g., Mandarin) would be an asset for engaging with a diverse client base.## **Additional Requirements**Be 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.