Daniel Kanarang
Senior Client Advisor
Summary
Senior Client Advisor at UOB Bank with a proven track record in relationship management and investment strategies. Expert in portfolio management, I enhanced client retention through personalized service and streamlined processes, achieving significant improvements in satisfaction and performance tracking. Committed to delivering exceptional results and fostering long-term client partnerships.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Client Advisor
UOB Bank
06.2025 - Current
- Cultivated long-lasting relationships with clients through consistent communication and personalized service.
- Delivered timely reports on portfolio performance, keeping clients informed about progress toward their goals.
- Streamlined internal processes for improved efficiency, resulting in higher client retention rates.
- Collaborated with cross-functional teams to develop comprehensive financial plans addressing clients'' unique needs.
- Expanded network of high-net-worth individuals through targeted business development efforts and referrals from satisfied clients.
Branch Sales Manager
PT Bank KB Indonesia Tbk
02.2025 - 06.2025
- Resolved customer complaints to maintain high level of satisfaction.
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
- Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
- Managed branch sales, customer service, finances and recordkeeping.
Branch Manager
CTBC Bank
11.2014 - 09.2024
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Branch Manager
Danamon Bank
09.2012 - 10.2014
Treasury Specialist
ANZ Bank
08.2010 - 08.2012
Relationship Manager
Commonwealth Bank
08.2008 - 06.2010
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Citigold Executive
Citibank, NA
02.2004 - 05.2008
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Achieved individual target sets by management
Education
Bachelor of Science - Industrial Management
Surabaya University
Indonesia 04.2001 -
Skills
Relationship management
Investment strategies
Portfolio management
Performance tracking
Certification
Client Advisor Competency Standards
Timeline
Senior Client Advisor
UOB Bank
06.2025 - Current
Branch Sales Manager
PT Bank KB Indonesia Tbk
02.2025 - 06.2025
Branch Manager
CTBC Bank
11.2014 - 09.2024
Branch Manager
Danamon Bank
09.2012 - 10.2014
Treasury Specialist
ANZ Bank
08.2010 - 08.2012
Relationship Manager
Commonwealth Bank
08.2008 - 06.2010
Citigold Executive
Citibank, NA
02.2004 - 05.2008
Bachelor of Science - Industrial Management
Surabaya University
04.2001 -