Sales Planning Manager

Company: 3801 UOB Vietnam

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.

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

• The Sales Planning Manager is a developing professional role within the Personal Financial Services segment – Alternative Sales & Distribution. This position leverages specialized knowledge to monitor, assess, analyze, and evaluate sales data across multiple aspects. The Analyst interprets data to provide actionable recommendations. By researching and interpreting information, the Analyst identifies inconsistencies in data or results, defines business issues, and suggests improvements to policies, procedures, or practices.
• The role requires integrating established knowledge within the Analyst's specialty area with a foundational understanding of related industry practices. The Analyst must comprehend team dynamics and understand how the team collaborates with others to achieve area objectives. While developing a working knowledge of industry standards, the Analyst's impact on the business is limited but direct, primarily influencing the quality of tasks and services provided.

Incentive design and implementation

• Conduct comprehensive benchmarking of market incentive practices to assess the organization’s competitiveness and identify improvement opportunities.
• Design and optimize both short‑term and long‑term incentive programs, ensuring alignment with Group strategic priorities and country business objectives; responsibilities include KPI framework development, data validation, and performance calibration.
• Continuously monitor incentive scheme performance across all channels, identifying trends, evaluating effectiveness, and proactively escalating critical insights to senior management. Collaborate closely with cross‑functional stakeholders to drive timely corrective actions with clearly defined targets and committed timelines.
• Lead communication and change management efforts for all newly launched incentive schemes, ensuring clear alignment, understanding, and adoption across the sales organization.

Data Analysis & Reporting

• Collect, analyse, and interpret data from multiple sources to generate actionable insights.
• Produce insightful analyses, dashboards, and presentations on sales performance and trends to guide long-term strategic decisions for management and stakeholders.
• Provide detailed business analysis and commentary on month-end financials and KPIs.
• Highlight business issues affecting financial commitments promptly, ensuring actions and follow-ups are executed.

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Stakeholder Collaboration

• Collaborate with cross-functional teams, especially sales team, Business analytic team & Group to ensure alignment with business goals
• Support the management of Marketing & Sales and Operating Expenditures budgets, ensuring actuals align with business planning.
• Prepare segments of reports for management and key stakeholders as needed.
• Participate in implementing changes related to planning systems and initiatives from Group and country teams.

Risk Management

• Identify and assess risks and opportunities related to consumer banking products and services.
• Develop and monitor risk mitigation strategies.
• Ensure compliance with regulatory requirements and internal policies.
• Support financial assessments for projects, initiatives, and business cases.

Mandatory

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 3-5 years of experience in financial analysis, business planning, or a related role within the banking or financial services industry.
• Strong analytical and problem-solving skills with proficiency in data analysis tools (e.g., Excel, VBA) and dashboard.
• Excellent communication and presentation skills with the ability to convey complex information in a clear and concise manner.
• Demonstrated ability to work collaboratively in a team-oriented environment and manage multiple priorities.
• Eagerness to learn and adapt in a dynamic and fast-paced environment.
• Attention to detail and accuracy in all work-related tasks.

Preferred

• Basic knowledge of Python or other programming languages is a plus.
• Experience with data visualization tools (e.g., Tableau, Power BI) is advantageous.

Essential (Technical Skills)

• Analytical Skills
• Financial Acumen
• Communication Skills
• Attention to Detail
• Technical Proficiency
• Problem-Solving Skills
• Time Management
• Team Collaboration

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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