Wealth Banking Relationship Manager - Jakarta

UOB Investment; Indonesia; On-site; IDR 167,400,000 - 234,360,000; Full time

Job summary

UOB Investment is seeking a Wealth Banking professional in Indonesia to manage and maintain relationships with existing wealth clients and acquire New-to-Bank clients to grow the wealth portfolio.

The role focuses on generating fee income through investment, insurance, and wealth management products, while conducting KYC and ensuring regulatory compliance and monitoring PEP clients as per policy.

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

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

Skills

Relationship management

Sales

Communication

KYC compliance

Education

Bachelor's degree

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