Client Advisor - Green Garden
UOB · Jakarta Barat (City Area)
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Indonesia, this role focuses on driving sales and portfolio growth within Privilege Banking, specifically for clients with investable assets below a certain threshold. The position involves promoting various bank products, strengthening customer relationships, and referring clients to other banking services. Key responsibilities include maximizing revenue, supporting product initiatives, ensuring customer satisfaction, and minimizing operational losses.
หน้าที่ความรับผิดชอบ / Responsibilities
- Drive sales and portfolio growth for Privilege Banking clients
- Promote various bank products and services
- Enhance and maintain strong customer relationships
- Refer clients to appropriate banking areas
- Maximize revenue and support product initiatives
- Ensure customer satisfaction and minimize operational losses
คุณสมบัติ / Qualifications
- Possess a license to sell securities and related investment products
ทักษะที่ต้องการ / Required skills
- Sales
- Portfolio Management
- Customer Relationship Management
- Investment Products
- Revenue Maximization
- Financial Services