UOB (Thai) Public Company Limited

Financial Services

PersonalBanker

$480–720k ~AI est. Bangkok, Thailand FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Personal Banker at UOB (Thai) Public Company Limited. Skills: Sales, Client relationships, Banking products. Cultivate and manage a portfolio of individual clients. Act as primary point of contact for clients”

What You'll Achieve.

Achieve sales targets; Contribute to branch performance

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Bachelor's degree in Business Administration, Finance, Marketing, or a related field, Minimum of 2 years of experience in a customer service or sales role within the banking or financial services industry, Proven track record of achieving sales targets, Proven track record of building client relationships, Proficiency in Microsoft Office Suite, Fluency in Thai, Good command of English

Nice to Have

Experience as a Personal Banker, Knowledge of relevant banking regulations, Knowledge of compliance requirements, Possession of relevant financial licenses, Possession of certifications

What You'll Do.

Cultivate and manage a portfolio of individual clients

Act as primary point of contact for clients

Identify client financial goals

Recommend appropriate UOB products and services

Process banking transactions accurately and efficiently

Adhere to UOB policies and procedures

Adhere to regulatory requirements

Educate clients on digital banking platforms

Encourage adoption of digital banking platforms

Address client inquiries

Resolve client issues

Handle client complaints professionally

Escalate complex matters when necessary

Stay updated on market trends

Stay updated on competitor offerings

Stay updated on UOB product developments

Achieve individual sales targets

Achieve team sales targets

Contribute to branch performance

Maintain customer service excellence

Ensure positive banking experience

Ensure seamless banking experience

Comply with internal controls

Comply with compliance regulations

Comply with anti-money laundering policies

How You'll Work.

Team & Collaboration

Work as one team

Communication Scope

Communication skills; Interpersonal skills

Full Job Description

Company: 2501 UOB (Thai) Public Company Limited **About UOB** United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. **Job Description** Job Summary** The Personal Banker at UOB (Thai) Public Company Limited is a customer-facing role responsible for building and maintaining strong relationships with individual clients. This position involves understanding client financial needs, providing expert advice on banking products and services, and facilitating transactions to achieve both client satisfaction and business growth. Job Responsibilities** * Cultivate and manage a portfolio of individual clients, acting as their primary point of contact for all banking needs. * Identify client financial goals and recommend appropriate UOB products and services, including savings accounts, current accounts, fixed deposits, loans, credit cards, and investment solutions. * Proactively engage with clients to deepen relationships, cross-sell relevant products, and identify opportunities for wealth management services. * Process various banking transactions accurately and efficiently, adhering to all UOB policies, procedures, and regulatory requirements. * Educate clients on digital banking platforms and encourage their adoption for convenient and secure transactions. * Address client inquiries, resolve issues, and handle complaints professionally a

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