Personal Wealth Banker

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The Personal Wealth Banker is responsible for acquiring, developing, and managing affluent customers, understanding their financial goals, and recommending suitable deposit, investment, insurance, and wealth solutions. Candidates typically need a bachelor’s degree, experience in personal banking, wealth management, relationship management, or financial sales, and strong knowledge of investment products and banking regulations. The role requires excellent communication, networking, negotiation, and customer-service skills, together with the ability to meet sales and portfolio-growth targets. Candidates are expected to act professionally, protect customer interests, maintain accurate records, follow compliance and suitability requirements, and build long-term relationships while contributing to UOB’s broader business objectives.

About the employer

United Overseas Bank (UOB) is a major Singapore-based bank with operations across Southeast Asia and other international markets. Established in 1935, it provides consumer banking, wealth management, commercial banking, corporate banking, investment banking, and transaction banking services. UOB serves individuals, affluent clients, businesses, and large institutions through branches, digital channels, and relationship teams. In Thailand, the bank offers personal and wealth banking products alongside corporate and institutional services, supporting customers with deposits, lending, investments, insurance, and financial planning. UOB places emphasis on responsible banking, customer relationships, digital innovation, risk management, and regulatory standards. Employees can generally expect a structured regional environment, professional development opportunities, and performance-based objectives. Benefits and employment conditions vary according to the specific Thai contract and grade.