Client Advisor - Surabaya 2

United Overseas Bank Limited (UOB) stands as a leading financial institution in Asia, extending its global reach across more than 500 branches and offices in 19 countries and territories spanning Asia Pacific, Europe, and North America. Within Asia, UOB operates through its extensive network, providing comprehensive banking solutions to a diverse clientele. The Client Advisor role in Surabaya represents a key position within this dynamic environment, focusing on delivering exceptional client service and financial guidance.

About the Role

The Client Advisor in Surabaya will be a pivotal figure in building and nurturing relationships with UOB's clients. This role involves understanding client needs, providing tailored financial advice, and ensuring a high standard of service delivery. The position requires a proactive approach to client engagement and a commitment to upholding UOB's reputation for excellence in client relationships.

Key Responsibilities

• Proactively identify and engage with potential and existing clients to understand their financial goals and requirements.
• Provide personalized financial advice and solutions, including product recommendations aligned with client needs.
• Manage client portfolios effectively, ensuring timely follow-up and service delivery.
• Maintain accurate and up-to-date client records within the UOB system.
• Collaborate with internal teams to ensure seamless client service and cross-selling opportunities.
• Adhere strictly to all regulatory requirements and internal policies governing client advisory services.

Requirements

• Minimum Bachelor's degree in Finance, Business Administration, or a related field.
• Proven experience in a client-facing advisory or sales role, preferably within the financial services sector.
• Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Excellent analytical and problem-solving abilities to assess client needs and recommend suitable solutions.
• Knowledge of financial products and services, with a demonstrated understanding of the local market.
• Ability to work effectively in a team environment and meet performance targets.
• Proficiency in relevant software applications and strong attention to detail.