Personal Banker

UOB United Overseas Bank Limited

Proactive client acquisition through networking
Conduct financial needs assessments for clients
Achieve individual sales targets consistently
The role focuses on building strong relationships with individual clients while providing comprehensive financial advice and selling banking products

Job Summary

  • The role focuses on building strong relationships with individual clients while providing comprehensive financial advice and selling banking products.
  • Candidates must proactively identify new clients through referrals and direct outreach while managing an assigned portfolio of existing customers.
  • UOB is a leading bank in Asia with over 80 years of history guided by values of being honorable, enterprising, united, and committed.

Matching Summary

The role focuses on building strong relationships with individual clients while providing comprehensive financial advice and selling banking products.

Skills & Requirements

Must-have

  • Proactive client acquisition through networking
  • Conduct financial needs assessments for clients
  • Achieve individual sales targets consistently
  • Process transactions adhering to bank policies
  • Fluency in Thai and English required

Nice-to-have

  • Strong interpersonal skills to build rapport
  • Ability to work independently in fast-paced environment
  • Collaborative approach with investment specialists
  • Results-oriented mindset with track record
  • Staying updated on market trends and competitors

Key Requirements

  • Bachelor's degree in Business Administration, Finance, Economics, or related field
  • 2-3 years experience in customer-facing sales within banking industry
  • Relevant licenses from Thai regulatory bodies for selling financial products
  • Proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

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