Client Advisor - Jabodetabek

3111 UOB Indonesia; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

UOB Indonesia is hiring for a Sales/Service/Compliance role within its branch network. You will plan daily and weekly sales activities, grow customer balances, and provide product consultation while ensuring compliance and top-tier client service.

Responsibilities include establishing customer relationships, profiling needs, and handling administrative tasks such as account openings. Strong Indonesian banking knowledge and certifications are preferred.

Qualifications

• Bachelor Degree
• Have WAPERD, WPPE and AAJI certifications (preferred)
• Have experience as a banking Relationship Manager min. 5 years
• Have knowledge of Indonesian banking procedures and regulations
• Have knowledge of banking operations
• Has experience in selling Funding, Wealth Management and Investment products
• Excellent interpersonal and communication skills
• Proven ability to work across multi-disciplinary and multicultural environments

Responsibilities

• Conduct daily and weekly planning of sales activities to reach targets
• Increase customer account balance through ongoing sales activities (calls, visits)
• Introduce and explain products / promotions and provide product consultation
• Cross-sell and handle customer account-related administrative procedures
• Account opening and tracking customer communications and transactions
• Stay updated on UOB products and promotions and market trends
• Establish and maintain good relationships with customers
• Regular courtesy calls to check up on customers
• Profile customers to understand needs and preferences
• Solve customer issues and conduct financial planning
• Uphold superior service standard in line with UOB Wealth Management image
• Ensure overall customer satisfaction
• Serve as focal point between acquisition and telebanking teams
• Work closely with all branch team members
• All sales activities to be compliant with company and government regulations

Job description

Company: 3111 UOB Indonesia About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Responsibilities

SALES

• 1. Conduct daily and weekly planning of sales activities in order to reach those targets
• 2. Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits)
• 3. Introduce and explain products / promotion
• 4. Provide product consultation
• 5. Cross-sell
• 6. Handle customer account-related administrative procedures / paperwork
• 7. Account opening
• 8. Keep track of customer communications and transactions
• 9. Stay updated on UOB products and promotions, and preferably also market products, players, and trends

SERVICE

• 1. Establish and maintain good relationships with customers:
• 2. Regular courtesy calls – to check up on customers, not just for sales purposes
• 3. Profiling: understand needs, preferences, life styles
• 4. Product inquiries
• 5. Solve customer issues
• 6. Conduct financial planning
• 7. Uphold an overall superior service standard that is in line with UOB Wealth Management banking image and reputation
• 8. Ensure overall customer satisfaction

PEOPLE

• 1. Serve as focal point between UOB customer acquisition team and UOB telebanking team in ensuring seamless synchronization of customer knowledge
• 2. Work closely with ALL members of the branch team

COMPLIANCE

• 1. All sales activities must be done in compliance with company and government regulations and policies

Job Requirements

• 1. Bachelor Degree
• 2. Have WAPERD, WPPE and AAJI certifications (preferred)
• 3. Have experience as a banking Relationship Manager min. 5 years
• 4. Have knowledge of general Indonesian banking procedures and regulations
• 5. Have knowledge of banking operations
• 6. Has experience in selling Funding, Wealth Management and Investment products
• 7. Excellent interpersonal and communication skills with a proven ability to communicate effectively
• 8. Proven ability in working across multi-disciplinary and multicultural diverse work experiences

Additional Requirements

Develop, Engage, Execute, Strategise Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings.

With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.