About this role
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
Lead and manage a team of Privilege Banking Relationship Managers in Medan to achieve business objectives, deliver exceptional client service, and expand the Privilege Banking client base.
Job Responsibilities:**
* Develop and implement strategies to grow the Privilege Banking portfolio, focusing on client acquisition, retention, and deepening existing relationships.
* Lead, coach, and mentor a team of Privilege Banking Relationship Managers, setting clear performance targets and providing regular feedback to ensure individual and team success.
* Oversee the daily operations of the Privilege Banking team, ensuring compliance with all internal policies, procedures, and regulatory requirements.
* Drive the cross-selling of a full range of banking products and services, including investments, insurance, and lending solutions, to meet client needs and achieve revenue targets.
* Cultivate and maintain strong relationships with high-net-worth individuals, understanding their financial goals and providing tailored financial advice.
* Monitor market trends and competitor activities to identify new business opportunities and adjust strategies accordingly.
* Prepare and present regular reports on team performance, business pipeline, and market insights to senior management.
* Collaborate with other departments within the bank to ensure seamless client experience and integrated service delivery.
* Resolve escalated client issues and complaints efficiently and effectively.
Job Qualifications:**
* Bachelor's degree in Business, Finance, Economics, or a related field.
* Minimum of 8 years of experience in the banking industry, with at least 3 years in a leadership or team management role within Privilege Banking or Wealth Management.
* Proven track record of achieving and exceeding sales targets in a privilege or wealth management segment.
* Strong understanding of financial products and services, including investments, insurance, and lending.
* Excellent leadership, coaching, and mentoring skills.
* Exceptional communication, interpersonal, and presentation skills.
* Strong analytical and problem-solving abilities.
* Ability to work effectively in a fast-paced and target-driven environment.
* Deep knowledge of the Medan market and its client base is highly advantageous.
* Relevant professional certifications (e.g., investment advisory licenses) are a plus.
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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.
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