WB RM - Pluit

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The Wealth Banking Relationship Manager will acquire, develop, and retain affluent customers in the Pluit area, providing tailored investment, insurance, lending, and banking solutions. Candidates are generally expected to hold a bachelor’s degree, have experience in relationship management, wealth management, banking, or sales, and understand financial products and customer suitability requirements. Strong communication, networking, negotiation, and portfolio-management skills are essential. The role requires a customer-focused and target-driven approach, compliance with regulatory and internal policies, accurate documentation, and the ability to build trusted long-term relationships. Indonesian banking or wealth-management certifications and an established client network may be advantageous.

About the employer

UOB Bank is a major Singapore-headquartered financial institution with operations across Singapore, Malaysia, Indonesia, Thailand, Vietnam, China, and other regional markets. Established in 1935, UOB provides personal and business banking, wealth management, commercial banking, corporate finance, investment banking, and digital financial services. In Indonesia, UOB serves retail, affluent, and corporate customers through branches, relationship teams, and digital channels. The bank is known for its focus on Southeast Asian connectivity, responsible banking, customer service, and long-term client relationships. Its wealth banking business supports affluent customers with financial planning, investments, protection, credit, and other tailored solutions. The Pluit position is based in North Jakarta, a commercially active and relatively affluent area with strong demand for banking and wealth-management services.