Client Advisor - PIK

Role summary

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

The Client Advisor – PIK is expected to acquire, manage and deepen relationships with affluent customers, understand their financial goals, and recommend suitable banking, investment and wealth-management products. Candidates typically need a bachelor’s degree, relevant experience in banking, relationship management, sales or financial services, and strong communication and customer-service skills. Knowledge of deposits, lending, insurance or investment products is advantageous. The role requires meeting business and portfolio targets, developing new customer networks, maintaining accurate client records, complying with banking regulations, and delivering a professional service experience. Fluency in Bahasa Indonesia and working English, initiative, integrity and a results-oriented approach are likely to be important.

About the employer

United Overseas Bank (UOB) is a major Singaporean bank with operations across Singapore, Malaysia, Indonesia, Thailand, Vietnam and other regional markets. Established in 1935, it provides personal and business banking, wealth management, commercial banking, corporate finance, treasury and investment services. UOB Indonesia serves individual, affluent, commercial and corporate customers through branches and digital channels. The bank focuses on relationship-led service, financial solutions and regional connectivity, while also investing in digital banking and technology. Its client-advisory roles generally combine customer acquisition, portfolio development, financial-product knowledge and regulatory discipline. The PIK position is based in North Jakarta, an affluent and commercially active area, and is likely focused on building long-term relationships with priority or affluent customers. Compensation may include fixed pay and incentives linked to sales, customer growth and portfolio performance.