Wealth Banking Relationship Manager Team Head - Medan

UOB; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 350,000,000 - 700,000,000; Full time

Job summary

UOB Indonesia is seeking a Wealth Banking Team Head in Medan to lead the Wealth Banking Relationship Managers, driving client growth and AUM expansion across branches.

The role emphasizes strong leadership, sales acumen, and adherence to KYC/compliance, with focus on NTB client acquisition and revenue generation from investment and wealth products.

Qualifications

• WPPE and/or AAJI certification required.
• Proficient in Hokkien; Mandarin preferred.
• Bachelor's degree from a reputable university.
• Strong leadership, communication, sales and relationship management.
• Excellent English communication (written and spoken).
• Willing to be placed in different branches in the same city.

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 products.
• Achieve Annualized Premium Equivalent (APE) targets.
• Conduct KYC and ensure regulatory compliance.
• Monitor and manage PEP clients per bank policies.

Skills

Leadership

Communication

Sales

Relationship management

English (written/conversational)

KYC/compliance awareness

Hokkien language

Team coaching

Education

Bachelor's degree

WPPE/AAJI certification

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