Client Advisor - Medan 1
On-site · Medan, North Sumatra, Indonesia
Job Summary
Sales - Privilege Banking at UOB focuses on branch sales and portfolio growth for clients with investible assets, requiring a license to sell securities. Responsibilities include promoting bank products, supporting promotional activities, enhancing customer relationships, and referring clients to other areas when appropriate. The Privilege Banking focus targets clients with investible assets below a defined threshold, servicing by consumer or private banking. Roles include maximizing revenues, implementing product initiatives, maintaining customer satisfaction, minimizing attrition, and deepening client relationships across consumer banking, retail banking, auto finance, small business banking, and related areas. Qualifications include the licensed selling of securities and related investment products; the role emphasizes customer service, relationship building, and revenue growth across banking products.
Required Qualifications
- License to sell securities and related investment products
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