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 Description
Job Summary
The Personal Banker (PB) at UOB (Thai) Public Company Limited is responsible for building and maintaining strong relationships with a portfolio of high-net-worth clients, providing comprehensive financial advice and solutions to meet their wealth management needs.
Job Responsibilities
- Proactively identify, acquire, and onboard new high-net-worth clients to grow the bank's wealth management portfolio.
- Cultivate and deepen relationships with existing clients through regular communication, financial reviews, and understanding their evolving financial goals.
- Conduct in-depth financial needs analysis to recommend and cross-sell a wide range of wealth management products and services, including investments, insurance, loans, and other banking solutions.
- Develop and implement personalized financial plans tailored to individual client needs and risk profiles.
- Monitor market trends and economic conditions to provide timely and relevant financial advice to clients.
- Ensure compliance with all internal policies, procedures, and external regulatory requirements.
- Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions.
- Achieve assigned sales targets and key performance indicators (KPIs).
- Address client inquiries, resolve issues, and provide excellent customer service.
- Keep abreast of new products, services, and industry best practices.
Job Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3-5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry.
- Proven track record of successful client acquisition and portfolio management.
- Strong understanding of investment products (e.g., mutual funds, bonds, equities), insurance, and other wealth management solutions.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build rapport and trust with high-net-worth individuals.
- Highly motivated, results-oriented, and customer-focused.
- Strong analytical and problem-solving abilities.
- Proficiency in Microsoft Office Suite.
- Possession of relevant financial licenses or certifications (e.g., Investment Consultant license) is highly preferred.
- Fluency in Thai and English (both written and spoken) is required.
Additional Requirements
Develop, Engage, Execute, Strategise
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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