Wealth Banking Relationship Manager - Batam

UOB Investment; Indonesia; On-site; IDR 180,000,000 - 360,000,000; Full time

Job summary

UOB Investment is seeking a Wealth Banking Associate to manage relationships with existing clients and bring in new NTB clients in Indonesia. You will grow the wealth portfolio and generate fee income from investments, insurance, and wealth products, while ensuring KYC and regulatory compliance.

Willing to work across branches in the same city. Requirements include a Bachelor's degree, strong communication and sales skills, English proficiency, and WPPE/AAJI certification, with placement

Qualifications

• Bachelor's degree from a reputable university.
• Strong communication, sales and relationship management skills.
• Proficient English communication, both written and spoken.
• WPPE and/or AAJI certification is required.
• Willing to be placed in different branches within 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 regulatory compliance, monitor PEP Clients.

Skills

Communication skills

Sales skills

Relationship management

Education

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

• 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