Wealth Banking Relationship Manager Grow Client Portfolios

UOB Venture; Samarinda; On-site; IDR 66,960,000 - 111,600,000; Full time

Job summary

UOB Venture in Samarinda is seeking an entry-level Wealth Banking professional to manage relationships with existing clients, acquire new-to-bank clients, and grow the wealth portfolio.

You will generate fee income through investment, insurance, and wealth management products, conduct KYC to meet regulatory standards, and monitor PEP clients as per bank policies, with placement at branches across the city.

Qualifications

• 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.

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

relationship management

sales

communication

Education

Bachelor's degree

Job description

UOB Venture in Samarinda is seeking an entry-level Wealth Banking professional to manage relationships with existing clients, acquire new-to-bank clients, and grow the wealth portfolio.

You will generate fee income through investment, insurance, and wealth management products, conduct KYC to meet regulatory standards, and monitor PEP clients as per bank policies, with placement at branches across the city.