Personal Wealth Banker

Role summary

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

UOB’s Personal Wealth Banker role focuses on acquiring, managing and growing relationships with affluent and mass-affluent customers. Responsibilities typically include understanding clients’ financial goals, recommending suitable deposits, investments, insurance and wealth solutions, meeting sales targets, maintaining accurate customer records, and complying with KYC, AML and suitability requirements. Candidates are generally expected to have a bachelor’s degree, experience in personal banking, wealth management, financial advisory or sales, and a strong understanding of investment and banking products. Thai communication skills, customer relationship ability, commercial awareness, integrity and a results-oriented approach are important. Relevant financial-services licenses or certifications may be advantageous.

About the employer

United Overseas Bank (UOB) is a major Singaporean banking group serving customers across Southeast Asia and key global financial centres. Founded in 1935, the bank provides personal and commercial banking, wealth management, investment banking, treasury and digital financial services. UOB has an established presence in Thailand and serves retail customers, affluent individuals, businesses and multinational companies. Following its acquisition of Citigroup’s consumer banking operations in several ASEAN markets, UOB has expanded its regional customer base and product capabilities. The bank emphasizes relationship-led service, responsible banking, digital innovation and regional connectivity. Employees typically work in a structured, regulated financial-services environment with opportunities to support customers through everyday banking, investments, insurance and broader wealth solutions.