CWM RM - Group 3

Role summary

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

The CWM Relationship Manager is expected to acquire, manage, and deepen relationships with affluent and mass-affluent customers by understanding their financial goals and recommending suitable banking, investment, insurance, and wealth solutions. Requirements typically include a bachelor’s degree, relevant experience in banking, wealth management, sales, or relationship management, strong knowledge of financial products, and compliance with applicable regulatory standards. Candidates should demonstrate proven sales and portfolio-management ability, excellent communication and networking skills, customer focus, integrity, and a target-driven approach. Indonesian banking or wealth-management experience and relevant certifications may be advantageous. The role is likely based in Jakarta and requires regular customer engagement and business development.

About the employer

United Overseas Bank (UOB) is a major Singapore-headquartered bank with operations across Southeast Asia and selected global financial centres. Established in 1935, it provides consumer banking, wealth management, commercial banking, corporate banking, investment banking, and transaction services. UOB Indonesia serves individuals, affluent customers, businesses, and institutions through branches, digital channels, and relationship teams. Following its acquisition of Citigroup’s consumer banking operations in Indonesia, UOB expanded its customer base and wealth-management capabilities in the country. The bank promotes long-term customer relationships, responsible banking, digital innovation, and regional connectivity. Its employees generally work in a structured, regulated financial-services environment, with opportunities to develop expertise in banking products, customer advisory, sales, risk management, and cross-border services.