Assistant Vice President, Sales Performance Management Specialist, PFS

United Overseas Bank; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A leading Asian financial institution is seeking an experienced Sales Performance Manager to oversee sales strategies and performance metrics. The ideal candidate will possess a Bachelor's degree in Business Administration or related fields and have a minimum of 5-7 years of relevant experience. Responsibilities include designing sales incentive programs and ensuring compliance with performance guidelines. Strong analytical abilities and proficiency in data analysis tools such as Excel and SQL are essential, along with excellent communication skills.

Qualifications

• Minimum of 5-7 years of experience in sales performance management or business analytics.
• Strong analytical skills for interpreting complex data and providing recommendations.
• Proven track record in designing sales incentive programs.

Responsibilities

• Provide management with sales performance measurement metrics.
• Coordinate with R&D for portfolio management strategy development.
• Design & implement sales & service incentive schemes.

Skills

Sales performance management

Data analysis

Interpersonal skills

Presentation skills

Education

Bachelor's degree in Business Administration, Finance, Economics, Statistics, or related field

Tools

Excel

SQL

Tableau

Power BI

Job description

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

Job Responsibilities:

Business and Strategic Planning

• Provide management with: Sales Performance Measurement Matrix; Revenue & Product Achievement Analysis / Penetration Analysis; for the purpose of assessing each team/branch or region’s strengths and weaknesses in order to develop appropriate business and strategic plan for each region with different nature.
• To coordinate with R&D and SH for the design and development of Portfolio management strategy which includes Data Capturing and Cleansing; Portfolio / Customer Analysis etc in order to achieve the objectives of increase NTB, AUM and Profitability.

Sales Performance Management

• Provide league table on single product achievement & overall achievement for each staff, team/branch, region & channel.
• Monitor the achievement of non-performing staff, and report to management on their progress monthly.
• Provide sales activities tracking tools and monitor to ensure sales activities are implemented as planned within budget, and expected leads / sales closure are met.
• Design & implement tactical campaigns for respective channels or products to boost sales & assist the management in ensuring the budget are met.
• Develop and continuously improve the online system for performance management, sales analysis & auto-computation of commission.

Sales Compliance

• Monitor & ensure staffs are certified to sell their various core products.
• Update and reinforce sales compliance guidelines to ensure staff awareness e.g. mis-selling, conflict of interest, etc.
• Conduct train-the-trainer workshop and provide training tools & calculator on incentive schemes.

Service KPI

• Design & implement the KPIs for PFS Sales.
• Provide monthly update on the Service KPIs.

Sales & Service Compensation

• Design & implement the Sales & Service Incentive Scheme, for the purpose of motivating the sales & service team & assist the management in ensuring the budget are met.
• Ensure accuracy and timely payment of the various incentive schemes and campaigns.

Job Requirements:

• Bachelor's degree in Business Administration, Finance, Economics, Statistics, or any related field.
• Minimum of 5-7 years of experience in sales performance management, business analytics, or a similar role within the financial services industry, preferably in retail banking or personal financial services.
• Proven track record in designing and implementing sales incentive programs and performance measurement frameworks.
• Strong analytical skills with the ability to interpret complex data, identify key trends, and provide data-driven recommendations.
• Proficiency in data analysis tools (e.g., Excel, SQL, Tableau, Power BI) and sales performance management software.
• Excellent communication, presentation, and interpersonal skills, with the ability to effectively engage with stakeholders at all levels.
• Solid understanding of retail banking products and services, as well as the sales life cycle.
• Ability to work independently and collaboratively in a fast-paced and dynamic environment with strong problem-solving abilities

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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