Client Advisor - Kebon Jeruk

Role summary

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

The Client Advisor will develop and manage relationships with retail and affluent customers at UOB’s Puri Kencana branch in West Jakarta. Responsibilities typically include understanding customer needs, recommending suitable banking, investment, lending, and insurance products, acquiring new clients, meeting sales targets, maintaining accurate records, and ensuring compliance with banking policies. Candidates are expected to have a bachelor’s degree or equivalent experience, strong communication and interpersonal skills, customer-service and sales orientation, and an understanding of banking products. Experience in retail banking, relationship management, or financial services is advantageous. The role requires integrity, professional presentation, target discipline, and the ability to build trust with customers.

About the employer

UOB Indonesia is part of United Overseas Bank Limited, a Singapore-based financial institution with operations across Southeast Asia and other international markets. The bank provides retail and business banking, wealth management, commercial banking, treasury, and corporate financial services. In Indonesia, UOB serves individual customers, entrepreneurs, large companies, and multinational clients through branches and digital channels. The organisation places emphasis on responsible banking, customer relationships, risk management, and long-term growth. Employees may work in a structured multinational environment with opportunities to develop expertise in banking products, client advisory, sales, operations, and technology. The Client Advisor position supports UOB’s retail banking presence by helping customers manage everyday finances and access appropriate financial solutions.