Client Advisor (ERP Tactical Program)

UOB · Jakarta Pusat (City Area)

Sekilas tentang pekerjaan ini

UOB mencari Client Advisor (ERP Tactical Program) berpengalaman untuk menangani penjualan dan layanan nasabah, termasuk produk Funding, Wealth Management, dan Investment. Posisi ini berlokasi di Jakarta Pusat (City Area) dan mensyaratkan pengalaman minimal 5 tahun sebagai Relationship Manager perbankan.

Tugas utama

  • Merencanakan aktivitas penjualan harian dan mingguan untuk mencapai target.
  • Menawarkan produk, konsultasi, cross-sell, dan meningkatkan saldo rekening nasabah.
  • Menangani pembukaan rekening, administrasi, serta pencatatan komunikasi dan transaksi.
  • Menjaga hubungan, memahami kebutuhan, dan menyelesaikan masalah nasabah.
  • Berkoordinasi dengan tim cabang serta mematuhi peraturan dan kebijakan yang berlaku.

Kualifikasi utama

  • Minimal pendidikan Bachelor Degree.
  • Pengalaman minimal 5 tahun sebagai Relationship Manager perbankan.
  • Memahami prosedur, regulasi, dan operasional perbankan Indonesia.
  • Berpengalaman menjual produk Funding, Wealth Management, dan Investment.
  • Kemampuan interpersonal dan komunikasi yang baik; WAPERD, WPPE, dan AAJI diutamakan.

Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs UOB.

Deskripsi pekerjaan

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

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

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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