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UOB

Personal Banker

UOB

Posted

yesterday

Bangkok, Bangkok City

Onsite

THB 40K

Entry Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Personal Banker role at UOB requires providing efficient and quality service to customers in Bangkok. The selected candidate will focus on relationship building and delivering tailored investment and insurance solutions. This role seeks individuals with a bachelor's degree and at least one year of related banking or investment advisory experience. Strong sales, customer service, and presentation skills are essential. Fresh graduates are welcomed, and additional consideration is given for relevant insurance licenses.

About Company

UOB is a leading bank in Asia with a global network, offering financial solutions tailored to the unique needs of individuals and businesses throughout the region. Committed to building strong societies, UOB focuses on sustainability and fostering relationships through its extensive capabilities.

Core Requirements

  • Bachelor’s degree
  • Sales skills
  • Customer service skills
  • Good presentation skills
  • 1 year experience in banking

Responsibilities

  • Conduct KYC and fact-finding for customers
  • Provide advisory on investment and insurance products
  • Formulate sales planning for promoting bank products
  • Acquire new customers for wealth management services
  • Prepare weekly and monthly sales reports
  • Maintain a professional bank image
  • Build long-term customer relationships

Must Have skills

Sales skillsCustomer servicePresentation skillsCommunication skillsProblem-solving

Nice To Have Skills

Investment knowledgeInsurance certificationAnalytical skills

Tools Knowledge Requried

CRM softwareSales reporting toolsFinancial analysis software

Job Keywords

Personal BankerSalesBankingCustomer ServiceInvestment

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