Personal Wealth Banker

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Summary:

The Personal Banker at UOB (Thai) Public Company Limited is responsible for building and maintaining strong customer relationships, providing comprehensive financial advice, and selling a range of banking products and services to meet individual customer needs and achieve sales targets.

Job Responsibilities:

• Proactively engage with new and existing customers to understand their financial goals and needs.
• Offer and cross-sell a diverse portfolio of banking products and services, including deposits, loans, investments, insurance, and digital banking solutions.
• Provide personalized financial advice and solutions tailored to individual customer profiles and risk appetites.
• Process customer transactions efficiently and accurately, ensuring adherence to all internal policies and regulatory requirements.
• Identify and escalate complex customer issues or complaints to appropriate departments for resolution.
• Build and nurture long-term customer relationships through regular communication and exceptional service.
• Achieve individual sales targets and contribute to branch performance objectives.
• Stay updated on market trends, product knowledge, and regulatory changes within the banking industry.
• Maintain accurate customer records and complete all necessary documentation.
• Participate in branch marketing and promotional activities as required.

Job Qualifications:

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience (at least 2-3 years) in a customer-facing sales role within the banking or financial services industry, preferably as a Personal Banker.
• Strong understanding of banking products, services, and financial markets.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build rapport and trust with customers.
• Results-oriented with a strong sales drive and ability to meet targets.
• Proficiency in English and Thai (both written and spoken).
• Computer literate with experience in Microsoft Office Suite and banking systems.
• Ability to work effectively in a fast-paced and target-driven environment.
• Possession of relevant financial licenses or certifications (e.g., investment licenses) is a plus.