About UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
About the Department
Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Overview of the Role
Sourcing and manage roadshow planning and execution for direct sales team and oversee lead generation initiatives for telsales teams.
Job Responsibilities
Roadshow management & lead management:
- Plan, coordinate, and execute roadshows for sales team to promote across target locations.
- Collaborate with direct sales team to identify ideal locations and audiences for maximum impacts.
- Provide personal and high-end net worth banking and customer services to the senior management and expatriate for the key person corporate clients.
- Negotiate with vendors; implement POSM, manage logistics at roadshow locations.
- Monitor roadshow performance.
- Initiate solutions and ideas & provide feedback to optimize roadshow channel.
- Utilize digital tools, partnership, and events to identify new lead opportunities.
Stakeholder collaboration:
- Establish and maintain the strong relationship with clients to expand outreach opportunities for sales team approach target-customers.
- Build the relationship with the internal stakeholders and external business partners to leverage on business opportunity.
- Engagement, perform roadshow training sessions for sales team & work closely with sales managers and team leaders to align roadshow and lead generation goals with overall sales objectives.
- Manage to work with 3-4 sales teams closely for roadshow deployment.
- Resolve clients and corporate level complaints/ issues promptly and effectively.
- Collaborate with marketing/internal stakeholders to implement lead generation strategies to support telesales team.
Performance Analysis:
- Plan and monitor roadshow success metrics aligned with KPI assigned by business and expense aligned with assigned budget.
Budget management:
- Manage budgets for roadshows and lead generation activities, ensuring cost-effective utilization of resources.
Job Requirements
Mandatory:
- Bachelor’s degree in sales and marketing, business administration, or related field
- 3-4 years of banking experience or others related to sales and services.
- Excellent in building relationships with internal stakeholder and external partners.
- Excellent communication and present ideas, concepts, explain products and services.
- Strong organizational and project management skills
Preferred:
- Good written and communication in English.
- Responsible, open- minded, creative, team-works, enthusiastic.
- Good knowledge in banking/ finance is preferable.
- Good at Microsoft Word, Excel, Power point.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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