
Personal Banker
ประกาศจากแหล่งภายนอกคุณสมัครได้โดยตรง — เราจะพาคุณไปยังหน้าสมัครงานของบริษัท ไม่ต้องสมัครสมาชิก ไม่มีคนกลาง ไม่ต้องล็อกอิน ThaiJobz
เกี่ยวกับตำแหน่ง
As a Personal Banker, you will provide efficient and quality service to customers, building long-term relationships and creating value-added services. You will conduct fact-finding and KYC to present suitable investment and insurance products, acquire new wealth management customers, and prepare sales reports.
รายละเอียดงาน
About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Summary
To provide efficient and quality service to customers by performing duties in a professional manner. To build up long term relationship with customers and create value added services for them.
Job Responsibilities
- Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers’ needs
- Promote and provide advisory of Bank Investment and Insurance products for customers, including tailor-made investment solutions
- Effectively formulate sales planning and development to promote Bank products
- Establish to acquire new customers to receive full range of wealth management products and services
- Prepare weekly/monthly sales report and progress of existing and new customers
- Professionally preserve bank image to provide quality service to customers
Job Qualifications
- Bachelor’s degree or higher in Finance, Accounting, Business Administration, Economics and related fields
- Fresh graduates are welcome
- Sales skill, customer service and good presentation skills
- Minimum 1-year direct experience in banking, investment advisory or insurance
- Possession of IC, Life insurance and Non-life insurance licenses will be given additional consideration
คุณสมบัติผู้สมัคร
- ประสบการณ์
- 1-2 ปี
- การศึกษา
- ปริญญาตรี
เกี่ยวกับบริษัท

