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UO
Uobgroup

Client Advisor - Jabodetabek

LocationJakarta Pusat (City Area)
Work modeon-site
Typefull-time
SenioritySenior
Experience5+ yrs
Company size10,000+ people
PostedJul 7, 2026 · 3mo ago
Verified live4h ago
At a glanceSummarised by Seekless from the posting.
Must have7
Bachelor Degree
Have experience as a banking Relationship Manager min. 5 years
Have knowledge of general 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 with a proven ability to communicate effectively
Proven ability in working across multi-disciplinary and multicultural diverse work experiences
Nice to have1
Have WAPERD, WPPE and AAJI certifications
About the company
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 Description
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
Requirements
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
Legal
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.
Apply now and make a Difference
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