Posted 4 days ago
Wealth Banking Relationship Manager - Jabodetabek
AI Summary
Wealth Banking Relationship Manager responsible for achieving sales targets, managing client relationships, and driving revenue through daily sales discipline and compliance with banking regulations.
About this role
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
1. Ensure achievement of personal targets including NTB, Funding (CASA & FD), Deposit Mix, Insurance (APE) & Wealth Revenue.
2. Have a daily 2-way sales plan.
3. Attend daily SOD & EOD briefings conducted by BM / Funding Team Head / Wealth Banking Head.
4. Provide timely daily reports to BM / Funding Team Head.
5. Ensure sales practices comply with SOPs, SLAs and any applicable regulations.
6. Ensure compliance with the Customer Due Diligence (CDD) process in accordance with the AML-CFT Policy, Guidelines and fair transaction rules.
7. Carry out daily sales discipline/operating rhythm implemented by the Wealth Banking Head, in order to increase productivity and achieve business targets and balance of business
Job Requirements
1. Minimum S1 degree
2.Experienced as a sales person in the banking industry
3.Have banking operational knowledge min. 3 years.
4.Have good communication and leadership skills.
5.Accustomed to working with targets.
Additional Requirements
Develop, Engage, Execute, StrategiseBe 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.
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Skills
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