Bangkok City Area
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Listing record updated: October 31, 2026. We archive records after 60 days without an update. This date does not confirm that the employer is still hiring.
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Personal Banker at UOB (Thai) Public Company Limited, based in the Bangkok City Area. The role is responsible for building and maintaining relationships with mid-to-high net worth individual customers by recommending suitable financial products and services, including deposits, loans, insurance, mutual funds and other investment products, while expanding the customer base to meet targets.
The position requires a bachelor's degree in business, finance, banking or a related field, at least two years of experience as a Personal Banker or in financial product sales within a financial institution, and an Investment Consultant (IC) License and/or life/non-life insurance broker license. Strong communication, presentation, analytical and customer relationship skills are required, along with the ability to work under pressure and meet sales targets.
Advise and offer a range of financial products such as deposits, loans, insurance, mutual funds and other investment products to individual customers
Build and maintain relationships with existing customers and identify opportunities to acquire new potential customers
Analyze customers' financial needs and prepare suitable, personalized financial plans
Manage customer investment portfolios to achieve their financial goals
Monitor and regularly evaluate the performance of customers' financial product investments
Provide information and advice on market trends and changes in financial products
Comply with bank regulations, policies and requirements of relevant supervisory authorities
Achieve sales targets and other goals set by the bank
Participate in ongoing training and skill development
Bachelor's degree or higher in Business Administration, Finance, Banking or a related field
At least 2 years of experience as a Personal Banker or in financial product sales within a financial institution
Investment Consultant (IC) License and/or life/non-life insurance broker license (preferred)
In-depth knowledge of a variety of financial products and services
Excellent communication, presentation and customer relationship skills
Strong analytical and problem-solving skills
Ability to work under pressure and meet targets
Positive attitude, enthusiasm and service-oriented mindset
Good computer and basic software skills
Investment Consultant (IC) License and/or life/non-life insurance broker license
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