Wealth & Relationship Advisor

UOB; Pontianak; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading Asian bank located in Pontianak, Indonesia is seeking an experienced Relationship Manager to enhance customer relationships and meet sales targets. The ideal candidate will possess a Bachelor's Degree and at least 5 years of banking experience, along with knowledge of general banking procedures. Responsibilities include planning sales activities, maintaining customer satisfaction, and ensuring compliance with regulations. Strong interpersonal and communication skills are essential for success in this role.

Qualifications

• 5 years of experience as a banking Relationship Manager.
• Must hold WAPERD, WPPE, and AAJI certifications (preferred).
• Knowledge of Indonesian banking regulations and procedures.
• Experience in selling Funding, Wealth Management, and Investment products.

Responsibilities

• Conduct daily and weekly planning of sales activities.
• Build and maintain customer relationships.
• Handle customer account-related administrative procedures.
• Ensure compliance with company policies and regulations.

Skills

Interpersonal skills

Communication skills

Sales experience

Knowledge of banking operations

Customer relationship management

Education

Bachelor Degree

Job description

A leading Asian bank located in Pontianak, Indonesia is seeking an experienced Relationship Manager to enhance customer relationships and meet sales targets. The ideal candidate will possess a Bachelor's Degree and at least 5 years of banking experience, along with knowledge of general banking procedures. Responsibilities include planning sales activities, maintaining customer satisfaction, and ensuring compliance with regulations. Strong interpersonal and communication skills are essential for success in this role.