Client Advisor - Kebon Jeruk
UOB · Jakarta Barat (City Area)
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing client relationships and driving sales growth for various banking products within the Privilege Banking segment. The advisor will focus on clients with specific investable assets, aiming to maximize revenue and ensure high customer satisfaction. This position requires a license to sell securities and investment products, contributing to the bank's consumer banking objectives.
หน้าที่ความรับผิดชอบ / Responsibilities
- Drive branch sales and portfolio expansion for banking products
- Maintain and enhance customer relationships within Privilege Banking
- Refer clients to other bank services as appropriate
- Maximize revenue and product initiatives
- Ensure high customer satisfaction and minimize attrition
- Support promotional activities for banking products
คุณสมบัติ / Qualifications
- Possess a license to sell securities and investment products
- Experience in consumer banking or wealth management
- Ability to manage and grow client portfolios
- Strong sales and relationship-building skills
- Understanding of financial products and services
ทักษะที่ต้องการ / Required skills
- Sales
- Client Relationship Management
- Investment Products
- Securities Licensing
- Portfolio Growth
- Customer Service