Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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M. Prima Darmawan

M. Prima Darmawan

MM | Wealth Management / Investment Banking
Jakarta

Summary

A driven professional with a strong background in banking specializing in wealth management, product development, and digital transformation. Currently a Senior Product Manager at UOB Indonesia, Advisory and Principal for Deposit/Liabilities and Wealth Management products (Bonds, Mutual Fund, and Structured Deposit) while driving business growth and digital innovation.


A continuous learner and highly adaptive professional, thriving in dynamic environments by embracing new challenges and industry trends. A playmaker who builds strong partnerships, enhances financial performance, and delivers impactful product strategies. Holds a Master of Management in Banking & Finance from PPM School of Management.

Overview

6
6
years of professional experience
2
2
Certifications

Work History

DWM Governance, Project, and Planning (SM)

United Overseas Bank
03.2025 - Current
  • Advisory and Principal for driving Deposit/Liabilities and Wealth Management Businesses following Regulatory (OJK, BI, and LPS).
  • Conduct Business Governance for Consumer Bank.
  • Creating an Lead a Business Case for initiating new Initiatives and Project across Consumer Bank. WIP : UOB Bullion Bank, Phone Indemnity, and IPO USD Bond in TMRW
  • Managing Consumer Bank new Initiatives and Project Management for Consumer Bank.
  • Playing a role of Internal Audit within Consumer Bank.
  • Facing a Regulatory and External Audit for Consumer Bank.

Senior Manager Wealth Product

United Overseas Bank
11.2023 - 02.2025
  • Driving Wealth Management Business in digital transformation by lead a team for Bank Wide Project.
  • Driving numbers from Wealth Products by initiating and customized Wealth Programs for Customers including bundling with Liabilities.
  • Organized end to end Wealth Management Products (Mutual Fund, Bonds, and Structured Deposit) including launching new Products, Regulatory, and Compliance.
  • Succeed launching Bank Wide Projects Single Portfolio View (SPV) - Digital Transaction for capturing Mutual Fund Transaction in and off branches, Self Served UT Transaction - end to end Customer Journey from Create SID until Performed MF Transaction via UOB Mobile banking, and New Wealth Repository systems for On/Off Balance Sheet Products.
  • Work in progress in developing POI (Phone Indemnity) for capture Wealth Transaction via Official Bank's Phone Number.

Wealth Product Manager

Citibank N.A
06.2023 - 11.2023
  • Organized day to day business of Wealth Management Products end to end process for Mutual Fund and Bonds.
  • Initiate a Customer Programs bundling with Liabilities and Bancassurance Products.
  • Develop Financial Performance and the NTI for Wealth Management Business.
  • Succeed the Merger and Acquisition between Citibank and UOB Indonesia for Wealth Management Business.

Assistant Manager

Qatar National Bank
06.2022 - 05.2023
  • Organized Wealth Management Products (Bancassurance, Mutual Fund, and Foreign Exchange).
  • Organized End to End Process of Wealth Management Products including related to Indonesian Investment and Indonesia Banking Regulator.
  • Managed of Retail Banking Financial such as P&L, Forecasting, and Budgeting.
  • Initiating new Business opportunities by Partnerships for Wealth Management Products and Digital Capabilities.
  • Launching a new Bancassurance and Mutual Fund Products that increased by average 40% Fee Income.
  • Develop Wealth Management Program bundling with Liabilities Products that increased 35% Fee Income and NII by 30 % and 10%Funding Balance.
  • Supporting Branch Sales by Products and Program Socialization on Monthly Basis / Adhoc that increase 50% Fee Income.
  • Project Manager of New Wealth Management System for upgrading the old system including enabler Wealth Management Transaction via Mobile Banking and Bank Wide Projects of Bank Branch Transformations.
  • Monthly Business Performance Review with the Senior Managements and QNB Group.
  • Grooming Junior Management Development Program and 2 subordinates.

Management Development Program

Qatar National Bank
06.2020 - 05.2022
  • Joined QNB’s intensive on-the-job training program with direct exposure to the Senior Management, Bank wide key projects, initiatives from QNB Group.
  • 1st Rotation - Strategy Execution (Finance Directorate). Learned and act as a Projects Manager for Bank Wide Projects such as QNB Digital Loan with Indosat Ooredoo, create the Bank Annual Report and Financial Literacy, Prepared the Retail FactSheet, and QNB Indonesia Business Reporting to QNB Group.
  • 2nd Rotation - QNB First Priority Segmentation (Retail Banking). Acted as Project Manager for New Channel Communication to Customers by created the Official WhatsApp Business of QNB Indonesia which increase sales and awareness by 70%, launched additional tier of Consumer Segmentation, Sales Management by Launched the Acquisition Program by 40%, Created the weekly Reporting Sales with the Product Team to improved the Funding and Fee based, Created the PIP (Performance Improvement Plan for Sales Team, and created and managed KPI scheme and sales program for sales staff across all level (Area Manager, Branch Manager, Relationship Manager), primary achievement.
  • 3rd Rotation - Retail Product Management Sub Division Product Development (Wealth Management and Liabilities (Retail Banking). Acted as Wealth Product Manager. Managed the End to End Process of Wealth Management Products including Bancassurance, Created the Bundling Program for Wealth Management and Liabilities to increase the Fee Income, Funding Volume, and NII. Responsible related to Monthly and Quarterly Regulatory reporting.
  • Retail Account Products / Liabilities : Created the Special Program for Customers to increase the Funding volume as well as maintained the COF and increased the NII, Project Manager for automation of Data Funding which time saving by 80% and Creating the new Saving Products for Digital Onboarding which in line of Project Digital Transformation to maximize the Digital Capabilities for Saving Products and also classify the COF he between the Customer from Mobile Banking and Conventional (from Branches)

Business Development Analyst

Shopee International
01.2020 - 05.2020
  • Engage with principal or representative of the world wide Brands to initiated new business opportunities with Shopee following Indonesia Regulatory and Compliance qualifications.
  • Monthly Forecast and Planning the next target Brands to acquire and the Financial Projection including Revenue and Cost.
  • Managed Sales Force for all the Brands that partnerships with Shopee and suggest them advice and strategy to boost their sales in our platform.
  • Performed analitics of the brands with ADO methodology in other platforms vs Shopee to strategize the sales and products.

Education

Master of Master of Management - Banking, Corporate, Finance, and Operation

PPM School of Management
12.2024

Bachelor of Economics and Business -

Universitas Katolik Indonesia Atma Jaya
12.2019

Skills

  • Advisory and Principal : Deposit/Liabilities and Wealth Management

  • Deposit/Liabilities : Deposit/Liabilities Product and Business

  • Wealth Management: Wealth Management Product and Business

  • Project Management: Lead a Bank Wide Projects

  • Sales Management: Managed KPI, Products Training, and Pitchbook

  • Financial Performance: Financial Modelling Analysis, Budgeting, Planning, and Forecasting

  • Regulatory and Compliance: Regulatory and Compliance related to Financial Industry

  • English Language: Professional English, TOEFL Score 525

Certification

Badan Sertifikasi Manajemen Risiko - LSP BSMR Risk Management Certification Level 1 A professional certification in risk management for the Indonesian banking industry, specifically for individuals in roles like credit officers, compliance officers, and credit reviewer. Jan 2021 - Present

Timeline

DWM Governance, Project, and Planning (SM)

United Overseas Bank
03.2025 - Current

Senior Manager Wealth Product

United Overseas Bank
11.2023 - 02.2025

Wealth Product Manager

Citibank N.A
06.2023 - 11.2023

Assistant Manager

Qatar National Bank
06.2022 - 05.2023

Management Development Program

Qatar National Bank
06.2020 - 05.2022

Business Development Analyst

Shopee International
01.2020 - 05.2020

Master of Master of Management - Banking, Corporate, Finance, and Operation

PPM School of Management

Bachelor of Economics and Business -

Universitas Katolik Indonesia Atma Jaya
M. Prima DarmawanMM | Wealth Management / Investment Banking