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Wealth Specialist

Posting Date:  13-Jan-2023


Company:  PT Bank 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

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.


Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

  1. Bertanggung jawab atas pemenuhan target penjualan produk yang telah ditentukan.
  2. Follow up referral baik untuk produk Global Market maupun Bancassurance
  3. Berkordinasi dengan team sales dan partner asuransi untuk melakukan presentasi produk asuransi kepada nasabah
  4. Berkordinasi dengan team sales dan GMIM untuk melakukan presentasi produk global market kepada nasabah
  5. Meningkatkan Key Drivers Sales Activiy dan membantu team sales melaukan aktivitas penjualan produk termasuk di dalamnya dalam mengadakan Customer Gathering
  6. Meningkatkan awareness team sales Business Banking ataupun channel mengenai produk, regulasi dan Sales Campaign Bancassurance/Global Market
  7. Memastikan kualitas penjualan yang sesuai dengan regulasi
  8. Membantu meningkatkan kompetensi team sales akan pemahaman produk Bancassurance maupun Global Market

Job Requirements

  • Memiliki pengalaman min 3 tahun di Bancassurance atau Weallth specialist.
  • Memiliki kemampuan analisa yang baik
  • Memiliki keterampilan komunikasi dan interpersonal yang baik

Be a part of 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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