Wealth Banking Team Lead - Client Growth & Wealth Strategy

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

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.