About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long- term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
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.
Job Responsibilities
Roadshow management & lead management:
• Provide personal and high- end net worth banking and customer services to the senior management and expatriate for the key person corporate clients.
• Utilize digital tools, partnership, and events to identify new lead opportunities.
• Monitor roadshow performance.
• Initiate solutions and ideas & provide feedback to optimize roadshow channel.
• Negotiate with vendors; implement POSM, manage logistics at roadshow locations.
• 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.
Stakeholder collaboration:
• 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.
• 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.
• Build the relationship with the internal stakeholders and external business partners to leverage on business opportunity.
• Establish and maintain the strong relationship with clients to expand outreach opportunities for sales team approach target- customers.
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.
