Wealth Banking Relationship Manager - Balikpapan

UOB; Balikpapan; On-site; IDR 89,280,000 - 178,560,000; Full time

Job summary

UOB Indonesia seeks a Wealth Banking professional to manage and grow relationships with existing clients and acquire NTB clients, expanding the wealth portfolio. You will generate fee income through investment, insurance, and wealth products while conducting KYC and ensuring regulatory compliance.

You may be posted at different branches within the same city, with a focus on delivering high-quality client service.

Qualifications

• Bachelor's degree from reputable university
• Strong communication, sales, and relationship management skills
• Good written and spoken English
• WPPE and/or AAJI certifications required
• Willing to be placed in different branches in the 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

Communication

Sales

Relationship management

English

Education

Bachelor's degree

WPPE certification

AAJI certification

Job description

• 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

Requirements

• Bachelor's degrees any major from reputable university, fresh graduates are welcome to apply
• 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