Wealth Banking Relationship Manager

UOB; Pontianak; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading bank in Asia is seeking a sales professional to join their team in Pontianak, Kalimantan Barat. The ideal candidate will have a minimum S1 degree and at least 3 years of sales experience in the banking industry. This role requires excellent communication and leadership skills, with a strong focus on achieving sales targets. The successful candidate will provide reports, ensure compliance with regulations, and participate in daily sales briefings. Be part of the dynamic UOB family and contribute to its continued success.

Qualifications

• Minimum S1 degree required.
• Experience as a salesperson in the banking industry is essential.
• Minimum 3 years of banking operational knowledge required.
• Strong communication and leadership skills needed.
• Candidates should be used to working with targets.

Responsibilities

• Ensure achievement of personal sales targets.
• Have a daily two-way sales plan.
• Attend daily sales briefings.
• Provide timely sales reports.
• Comply with sales practices and regulations.
• Ensure compliance with Customer Due Diligence processes.
• Follow daily sales discipline to increase productivity.

Skills

Sales experience

Banking operational knowledge

Good communication skills

Leadership skills

Target-oriented

Education

Minimum S1 degree

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

See below for responsibilities and requirements.

Job Responsibilities

• Ensure achievement of personal targets including NTB, Funding (CASA & FD), Deposit Mix, Insurance (APE) & Wealth Revenue.
• Have a daily 2-way sales plan.
• Attend daily SOD & EOD briefings conducted by BM / Funding Team Head / Wealth Banking Head.
• Provide timely daily reports to BM / Funding Team Head.
• Ensure sales practices comply with SOPs, SLAs and any applicable regulations.
• Ensure compliance with the Customer Due Diligence (CDD) process in accordance with the AML-CFT Policy, Guidelines and fair transaction rules.
• Carry out daily sales discipline/operating rhythm implemented by the Wealth Banking Head, in order to increase productivity and achieve business targets and balance of business.

Job Requirements

• Minimum S1 degree.
• Experienced as a sales person in the banking industry.
• Have banking operational knowledge min. 3 years.
• Have good communication and leadership skills.
• Accustomed to working with targets.

Additional Requirements

Develop, Engage, Execute, Strategise. Be a Part of the UOB Family.

Equal Opportunity Employer

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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