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 expected to acquire, develop and retain affluent clients by understanding their financial goals and recommending suitable deposits, investments, insurance and wealth solutions. Typical requirements include a bachelor's degree, experience in personal banking, wealth management or relationship management, and strong knowledge of financial products and market trends. Candidates should demonstrate sales ability, client service excellence, sound financial judgment and a proven record of meeting targets. The role also requires effective communication, networking and portfolio management skills, together with strict adherence to compliance, suitability and risk-control standards. Fluency in Thai and English may be advantageous.

About the employer

UOB, or United Overseas Bank, is a major Southeast Asian bank headquartered in Singapore, with operations across Singapore, Malaysia, Thailand, Indonesia, Vietnam and other international markets. The bank provides personal and commercial banking, wealth management, investment banking, transaction banking and financial services to individuals, businesses and institutions. UOB has expanded its consumer banking presence in Thailand through the integration of Citigroup's local consumer business, strengthening its credit-card, lending and wealth-management offerings. The organisation promotes relationship-led banking, digital innovation and responsible growth, while supporting clients with regional connectivity and tailored financial solutions. In Thailand, employees typically work with a broad customer base, from mass-affluent clients to high-net-worth individuals, and benefit from the bank's regional network, structured development programmes and established financial-services platform.