Wealth Banking Relationship Manager - Jakarta

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

Job summary

UOB Venture seeks a Wealth Banking Relationship Manager in Indonesia to manage and grow relationships with existing clients and acquire NTB clients. You will generate fee income through investments, insurance, and wealth products while delivering excellent service.

The role requires KYC compliance, monitoring PEPs, and strong English communication. A Bachelor's degree and WPPE/AAJI certification are required, along with proven relationship management and sales capabilities.

Qualifications

• WPPE and/or AAJI certification is required.
• Bachelor's degrees any major from reputable university.
• Strong communication, sales, and relationship management skills.
• Good communication in English written and conversational.

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

English proficiency

Education

Bachelor's degree

WPPE/AAJI certification

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
• Strong communication, sales, and relationship management skills
• Good communication in English written and conversational