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UOB

Wealth Banking Relationship Manager

UOB

Posted

3 weeks ago

Jakarta, Indonesia

Onsite

IDR 15M

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Wealth Banking Relationship Manager at UOB will be responsible for managing client relationships, advising on financial products, and ensuring customer satisfaction. This role requires strong interpersonal skills and an understanding of financial services. Candidates should have relevant experience in banking and financial advisory, along with a commitment to achieving client goals. It's a full-time position based in Jakarta, Indonesia.

About Company

UOB is a leading bank in Asia with a focus on providing comprehensive financial solutions to individuals and businesses. They emphasize customer service and community engagement.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Experience in banking or financial services
  • Strong communication skills
  • Customer relationship management experience
  • Ability to meet sales targets

Responsibilities

  • Manage client portfolios for wealth banking services
  • Build and maintain strong client relationships
  • Provide financial advice and product recommendations
  • Achieve sales targets and objectives
  • Conduct market analysis for client needs
  • Collaborate with internal teams for client solutions
  • Prepare reports on client performance and feedback

Must Have skills

Financial analysisCommunicationCustomer serviceSales strategyRelationship management

Nice To Have Skills

Market researchProblem-solvingTeamworkPresentation skillsNegotiation

Job Keywords

bankingfinancial managementclient relationssaleswealth management

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