Wealth Banking Relationship Manager - Bandung

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

Job summary

UOB is seeking a Wealth Banking Relationship Manager in Bandung to maintain relationships with existing Wealth Banking Clients and grow the portfolio.

You will acquire new-to-bank clients, drive investment, insurance, and wealth products to generate fee income, and achieve APE targets while ensuring KYC compliance and policy adherence.

Willing to be stationed at multiple branches within the city; a Bachelor's degree and strong communication/sales skills with WPPE/AAJI certification are required.

Qualifications

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

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 products.
• Achieve Annualized Premium Equivalent (APE) targets.
• Conduct KYC processes and ensure compliance with regulatory requirements.
• Monitor and manage PEP Clients in accordance with bank policies.

Skills

Relationship management

Sales

Communication

English communication

Education

Bachelor's degree

Job description

Wealth Banking Relationship Manager

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
• Achieve Annualized Premium Equivalent (APE) targets
• 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