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Client Advisor - Pluit

Client Advisor - Pluit

United Overseas BankJakarta Pusat , Indonesia
21 days ago
Job description

Client Advisor - Pluit

Posting Date : 28 May 2025 Location :

Jakarta Pusat (City Area), ID, 10230

Company : 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.

About the Department

Job Responsibilities

  • Proactively maintaining and managing customer relationships under Privilege Banking segment
  • Responsible to meet the monthly wealth fee income target
  • Build sales plan & sales report
  • Ensure all sales process in accordance with Bank policies and procedures

Job Requirements

  • Familiar with Wealth & Funding Products
  • Minimum 7 years’ experience from the same field with good target achievement
  • AAJI & WAPERD certification
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    Client Advisor Pluit • Jakarta Pusat , Indonesia