Wealth Banking Relationship Manager - Bandung

UOB; Kota Bandung; On-site; IDR 200,880,000 - 357,120,000; Full time

Job summary

UOB in Bandung invites an experienced Wealth Banking Relationship Manager to oversee key client relationships and drive portfolio growth across local branches. You will manage relationships with existing clients and pursue new opportunities to expand the wealth portfolio.

You will promote investments, insurance and wealth products to generate fee income while meeting Annualized Premium Equivalent targets. Strong English skills and willingness to be placed in different branches are preferred.

Qualifications

• Bachelor's degree from a reputable university.
• Strong communication, sales and relationship management skills.
• Good command of English, written and spoken.

Responsibilities

• Manage and maintain relationships with existing Wealth Banking clients.
• Acquire new-to-bank clients and grow the wealth portfolio.
• Generate fee income through investment, insurance and wealth products.
• Meet Annualized Premium Equivalent targets.
• Perform KYC and ensure regulatory compliance.

Skills

Relationship management

Sales

Communication

English

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

• 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