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, managing, and growing relationships with affluent customers. Typical requirements include a bachelor’s degree, experience in personal banking, wealth management, investment products, or financial sales, and strong knowledge of banking products and regulations. The candidate should communicate confidently in Thai and English, understand customer financial needs, and be comfortable meeting sales and portfolio-growth targets. Expectations include providing tailored financial advice, promoting deposits, investments, insurance, and lending solutions, maintaining high service standards, ensuring compliance with suitability and risk requirements, and developing a strong referral network. The role suits an energetic, customer-focused professional with good negotiation, analytical, and relationship-building skills.

About the employer

United Overseas Bank (UOB) is a major Singapore-based bank with operations across Southeast Asia, including Thailand. Established in 1935, the group provides personal and business banking, wealth management, commercial banking, corporate finance, and investment services. UOB serves individuals, affluent clients, companies, and institutions through branches, digital platforms, and specialist teams. Following its acquisition of Citigroup’s consumer banking businesses in several markets, UOB has expanded its regional customer base and product capabilities. In Thailand, the bank offers retail banking, credit cards, lending, deposits, wealth solutions, and services for corporate and commercial customers. UOB generally emphasizes customer relationships, responsible banking, digital innovation, risk management, and regional career development. Benefits and compensation for a Personal Wealth Banker may include fixed salary, sales incentives, insurance, provident-fund contributions, and employee banking privileges, depending on experience and employment terms.