Wealth Banking Relationship Manager Team Head - Medan

Uob Kay; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 350,000,000 - 600,000,000; Full time

Job summary

Uob Kay in Medan invites an experienced Wealth Banking Relationship Manager Team Head to lead client relationships and drive wealth portfolio growth. You will guide a team toward NTB acquisition, AUM growth, and fee income through investments, insurance, and advisory products.

You will ensure KYC and regulatory compliance, manage PEP clients, and mentor team members on engagement strategies, product solutions, and sales execution across branches in the same city.

Qualifications

• Bachelor's degree from reputable university.
• WPPE and/or AAJI certification.
• Proficient in Hokkien; Mandarin preferred.
• Strong leadership and relationship management skills.
• Good command of English (written and spoken).

Responsibilities

• Manage and maintain relationships with Wealth Banking clients.
• Acquire NTB clients and grow wealth portfolio.
• Generate fee income through investment, insurance, and wealth products.
• Lead a team of Wealth Banking Relationship Managers toward targets.
• Ensure compliance with regulatory requirements and bank policies.
• Monitor performance and report progress to management.

Skills

Leadership

Communication

Sales

Relationship management

Education

Bachelor's degree

Job description

Wealth Banking Relationship Manager Team Head

Job Responsibilities:

Sales & Client Management

• 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

Team Leadership & Management

• Lead and manage a team of Wealth Banking Relationship Managers to individual and team targets.
• Monitor Team Performance, AUM growth, client acquisition, revenue, and sales activities.
• Provide guidance to team members on client engagement, product solutions, and sales strategies.
• Ensure the team complies with bank policies, SOP's, SLA's, and applicable regulatory requirements.
• Conduct regular team performance reviews and report team progress to management.

Requirements

• WPPE and/or AAJI certification is required
• Proficient in Hokkien is required
• Proficient in Mandarin is preferred
• Bachelor's degrees any major from reputable university
• Strong leadership, communication, sales, and relationship management skills
• Good communication in English written and conversational
• Willing to be placed in different branches in same city