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 role at UOB Thailand focuses on acquiring, developing, and managing affluent customers by providing tailored banking, investment, insurance, and wealth solutions. Candidates typically need a bachelor's degree, banking or financial-services experience, strong knowledge of investment and wealth products, and relevant professional licenses where required. Excellent relationship-building, sales, communication, and customer-service skills are essential. The successful candidate is expected to meet portfolio and revenue targets, identify customer needs, grow relationships, comply with regulatory and suitability requirements, and provide professional financial guidance. Fluency in Thai and practical English skills are generally advantageous.

About the employer

United Overseas Bank (UOB) is a major Southeast Asian bank headquartered in Singapore, with operations across Singapore, Malaysia, Thailand, Indonesia, Vietnam, China, Hong Kong, Japan, India, and other financial centers. The bank provides personal and commercial banking, wealth management, corporate banking, investment banking, and digital financial services. In Thailand, UOB serves individual, affluent, small-business, and corporate customers through branches, relationship teams, and digital channels. Following its acquisition of Citigroup’s consumer banking businesses in Thailand and several other markets, UOB expanded its regional customer base and product capabilities. The group emphasizes responsible banking, long-term client relationships, innovation, risk management, and regional connectivity. Employees may find opportunities in customer advisory, wealth management, technology, operations, risk, and corporate banking.