Wealth Banking Relationship Manager - Bandung

UOB; Kota Bandung; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

UOB is seeking a Wealth Banking RM to manage and grow a portfolio of high-value clients in Bandung. You will maintain relationships with existing clients while proactively acquiring NTB clients to expand the wealth book.

The role focuses on generating fee income through investments, insurance, and wealth products, and requires strict KYC compliance and PEP monitoring. You should have WPPE/AAJI certification, a Bachelor's degree, excellent English communication, and be willing to work across

Qualifications

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

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

Education

Bachelor's degree

Bachelor's degrees 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