Wealth Banking Relationship Manager|Grow Client Portfolios

UOB Venture; Indonesia; On-site; IDR 180,000,000 - 300,000,000; Full time

Benefits offered by this job

Job summary

UOB Venture seeks a Wealth Banking Client Associate to manage and grow relationships with existing clients while acquiring new-to-bank clients. Focus on expanding the wealth portfolio and generating fee income through investments, insurance, and wealth management products.

You will conduct KYC, ensure regulatory compliance, and monitor PEP clients in line with bank policies. A Bachelor’s degree is required, with WPPE/AAJI certifications preferred; strong English communication and willingness to

Qualifications

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

Responsibilities

• Maintain and manage 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

Sales

Relationship management

Education

Bachelor's degree

WPPE/AAJI certification

Job description

UOB Venture seeks a Wealth Banking Client Associate to manage and grow relationships with existing clients while acquiring new-to-bank clients. Focus on expanding the wealth portfolio and generating fee income through investments, insurance, and wealth management products.

You will conduct KYC, ensure regulatory compliance, and monitor PEP clients in line with bank policies. A Bachelor’s degree is required, with WPPE/AAJI certifications preferred; strong English communication and willingness to