Wealth Banking Relationship Manager — Client Growth

UOB Investment; Indonesia; Vor Ort; IDR 180.000.000 - 360.000.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Sales skills

Relationship management

Ausbildung

Bachelor's degree (any major)

Jobbeschreibung

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