Wealth Banking Relationship Manager - Solo

Uob Kay; Surakarta; On-site; IDR 180,000,000 - 360,000,000; Full time

Job summary

Uob Kay is seeking a Wealth Banking Relationship Manager to manage relationships with existing clients and acquire new NTB clients across branches in the same city. The role focuses on wealth products, generating fee income, and meeting APE targets.

The candidate should hold WPPE/AAJI certification, have a bachelor's degree, strong relationship, sales and communication skills, and be able to communicate in English. Placement will be in multiple branches within the city.

Qualifications

• Bachelor's degree from reputable university
• Strong communication, sales, and relationship skills
• English communication (written and spoken)
• Willing to be placed in different branches in same city
• WPPE and/or AAJI certification is required

Responsibilities

• Manage and maintain relationships with Wealth Banking Clients
• Acquire NTB clients and grow the wealth portfolio
• Generate fee income through investment, insurance, and wealth management products
• Achieve Annualized Premium Equivalent (APE) targets
• Conduct KYC processes and ensure regulatory compliance
• Monitor and manage PEP Clients per bank policies

Skills

Relationship management

Sales

Communication

English communication

Education

Bachelor's degree (any major)

Job description

Wealth Banking Relationship Manager

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
• Achieve Annualized Premium Equivalent (APE) targets
• 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
• Willing to be placed in different branches in same city