Personal Banker (PB)

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