Wealth Banking Relationship Manager - Balikpapan

UOB Venture; Indonesia; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

UOB Venture is seeking a Wealth Banking professional to manage existing client relationships and acquire new NTB clients to grow the wealth portfolio.

The role focuses on generating fee income via investments, insurance, and wealth products, with strict KYC and PEP monitoring in line with regulations.

Qualifications

• Must hold WPPE and/or AAJI certification.
• Bachelor's degree from a reputable university in any major.
• Strong communication, sales and relationship management skills.
• Proficient in written and spoken English.

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 regulatory compliance.
• Monitor and manage PEP Clients in accordance with bank policies.

Skills

Communication skills

Sales skills

Relationship management

English proficiency

Education

WPPE/AAJI certification

Bachelor's degree (any major)

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

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