Wealth Banking Relationship Manager - Jakarta

Uob Kay; Indonesia; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

Uob Kay is seeking a Wealth Banking Relationship Manager to maintain existing client relationships and expand the wealth portfolio. You will cross-sell investments, insurance, and wealth management products while ensuring KYC compliance and regulatory adherence.

Ideal candidates hold WPPE and/or AAJI certification, a bachelor’s degree, and strong English communication, sales, and relationship-management skills. Fresh graduates are welcome to apply.

Qualifications

• KYC and regulatory compliance knowledge required.
• Experience in wealth management or banking sales is a plus.
• Fresh graduates are welcome to apply if they demonstrate strong communication and drive.

Responsibilities

• Manage and maintain relationships with existing Wealth Banking Clients.
• Acquire 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 and manage PEP Clients per bank policies.

Skills

Communication skills

Sales ability

Relationship management

English proficiency

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

• WPPE and/or AAJI certification is required
• 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