Find jobs
Pricing
Free Resume Checker
Blog
Sign in
Sign up
FIND JOBSPRICINGFREE RESUME CHECKERBLOGSIGN INSIGN UP
UO
Uobgroup

Client Advisor (ERP Tactical Program)

LocationJakarta Pusat (City Area)
Work modeon-site
Typefull-time
SenioritySenior
Experience5+ yrs
Company size10,000+ people
First seenOct 8, 2026 · 3d ago
Verified live1d 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 (preferred)
About the company
Company: 3111 UOB Indonesia
About UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
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 (Competency), Engage (Competency), Execute (Competency), Strategise (Competency)
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
More roles at Uobgroup
VP1, Functional Management, RORCAssistant VP, Product Support - e-Platforms Business Analyst, Global Markets / Global Business ManagementAssistant Vice President, Corporate Banking - Conglomerate & Large CorporatesClient Advisor - Medan 2AVP, Deputy Team Lead, Application Processing, COPC, Group Retail Ops
Seekless
Seek less: one search across companies' own career pages, instead of a dozen job boards.
Product
Find jobsCompaniesPricingFree Resume Checker
Company
AboutBlog
Legal
PrivacyTermsCookies
© 2026 SEEKLESS. ALL RIGHTS RESERVED.BUILT WITH CARE