Wealth Banking Client Relations Specialist

UOB; Kota Bandung; On-site; IDR 89,280,000 - 167,400,000; Full time

Job summary

UOB Indonesia is seeking a Wealth Banking Client Advisor in Bandung to manage and expand relationships with existing clients, acquire new-to-bank clients, and grow the wealth portfolio.

You will generate fee income through investment, insurance, and wealth products, conduct KYC, and ensure compliance, including monitoring PEP clients, with placements at multiple branches in the city. Strong communication, English proficiency, and relevant certifications are required.

Qualifications

• Bachelor's degrees any major from reputable university
• Strong communication, sales, and relationship management skills
• Good communication in English written and conversational
• WPPE and/or AAJI certification is required
• Willing to be placed in different branches in same city

Responsibilities

• Manage and maintain relationships with existing Wealth Banking Clients
• Acquire New-to-Bank (NTB) clients and grow the wealth portfolio
• Generate fee income through investment, insurance, and wealth management products
• Conduct KYC processes and ensure compliance with regulatory requirements
• Monitor and manage PEP Clients in accordance with bank policies

Skills

Strong communication skills

Sales

Relationship management

English communication

Education

Bachelor's degree (any major)

WPPE certification

AAJI certification

Tools

N/A

Job description

UOB Indonesia is seeking a Wealth Banking Client Advisor in Bandung to manage and expand relationships with existing clients, acquire new-to-bank clients, and grow the wealth portfolio.

You will generate fee income through investment, insurance, and wealth products, conduct KYC, and ensure compliance, including monitoring PEP clients, with placements at multiple branches in the city. Strong communication, English proficiency, and relevant certifications are required.