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 customers by understanding their financial goals and recommending suitable banking, investment, insurance and wealth-management solutions. Requirements typically include a bachelor’s degree, experience in retail banking, wealth management or relationship management, strong knowledge of financial products, and excellent communication and sales skills. Candidates should be customer-focused, commercially minded and comfortable building long-term relationships. The role also requires compliance with banking regulations, risk controls and internal procedures, alongside the ability to meet business targets and provide high-quality service.

About the employer

United Overseas Bank (UOB) is a major Singapore-headquartered financial institution with operations across Singapore, Malaysia, Thailand, Indonesia, Vietnam, China, Hong Kong, Japan, Australia and other international markets. The bank provides personal and commercial banking, wealth management, investment banking, treasury and corporate financial services. UOB has operated in Thailand for many years and serves individual, affluent and business customers through branches, digital channels and specialist relationship teams. Its wealth business focuses on helping customers manage and grow their assets through deposits, investments, insurance and tailored financial planning. As a regional bank, UOB offers employees opportunities to work with diverse customers and develop careers in banking, sales, relationship management and financial services. The organization places strong emphasis on customer trust, responsible banking, regulatory compliance and long-term relationship development.