Senior Officer, Personal Banker, Pfs (jalan Tengah)
UOB
Jalan Tengah, City Area, MY
Customer relationship management
Needs-based financial selling
Banking product knowledge
As a Personal Banker at UOB, you will be responsible for building and maintaining strong relationships with individual clients while providing comprehensive financial advice
Job Summary
As a Personal Banker at UOB, you will be responsible for building and maintaining strong relationships with individual clients while providing comprehensive financial advice.
The role involves acquiring new customers, conducting financial needs analysis, and ensuring compliance with regulatory requirements including AML and KYC guidelines.
UOB is an equal opportunity employer committed to long-term success and teamwork, offering a supportive environment for career growth.
Matching Summary
As a Personal Banker at UOB, you will be responsible for building and maintaining strong relationships with individual clients while providing comprehensive financial advice.
Skills & Requirements
Must-have
Customer relationship management
Needs-based financial selling
Banking product knowledge
Compliance with AML and KYC
Sales target achievement
Financial needs analysis
Nice-to-have
Proficiency in Microsoft Office Suite
Good command of English and Mandarin
Teamwork in fast-paced environment
Participation in marketing campaigns
Key Requirements
Bachelor's degree in Banking, Finance, Business Administration or related field
Proven experience in customer-facing banking or financial services role
Relevant professional certifications such as FIMM, PCE, CUTE