Michelle Pang
Summary
An organized and highly adaptable individual with more than 7 years of International Banking experience in Retail Banking, Events Management and Segment Analytics across Global and Regional functional capacity. Proficient in best practices, market trends and cross-border regulatory requirements of the financial industry.
Overview
17
17
years of professional experience
Work History
Client Engagement and Proposition Manager
Standard Chartered Bank - International Banking
09.2016 - Current
- Create, lead and manage Cross-border Sales and Marketing initiatives for International Banking team, Priority Segment
- Responsible for end-to-end marketing support from planning to actual conceptualization for an average of 100 International Banking client events per year across 10 major markets, while adhering to cross-border regulations
- Creates Campaigns and CVPs to attract and retain International Banking Clients
- Perform portfolio analysis for effective customer targeting and marketing initiatives
- Worked closely with stakeholders across different businesses and functions to develop acquisition opportunities and create different touch points to engage clients
- Built a strong database of events sponsors and a reliable network of service providers and vendors
- Source and procure gift items from shortlisted local and overseas vendors for High Net Worth clients
- Conduct regular performance reviews for events and campaigns carried out and roll out improvements to increase the ROI
- Plan and manage the marketing budget on a quarterly basis while ensuring the funds are allocated strategically across all markets.
Strategic Alliance Manager
OCBC Bank
08.2013 - 08.2016
- Gathered, analyzed and presented performance-related data for management reporting on weekly and monthly basis
- Implemented and enforced department operational processes
- In charge of the incentive calculation for the Premier Acquisition sales team
- Collaborated closely across different business functions to develop new to bank client acquisition opportunities for the team
- Conduct new comer training on OCBC Premier Banking services.
Relationship Development Manager
OCBC Bank
05.2012 - 07.2013
- Acquire New-to-Bank customers and grew the AUM of existing customers by cross-selling the premier proposition
- Participated in acquisition events with both external and internal partners.
Business Development Manager
HSBC Bank
12.2010 - 04.2012
- Acquired New-to-Bank customers and grew the AUM of existing customers by cross-selling the premier proposition
- Identified key partners and engaged in corporate tie-ups between HSBC and various organizations.
Customer Care and Retention Officer
OCBC Bank
03.2010 - 12.2010
- Took charge of initiatives to review customer’s housing loan policies and propose cost savings solutions for them
- Negotiated with customers and consistency achieve more than 90% customer retention every month.
Personal Financial Consultant
OCBC Bank
01.2007 - 03.2010
- Provided comprehensive, one-stop financial advisory services to customers
- Promoted a full range of wealth management products such as insurance, unit trusts and structured deposits.
Education
Bachelor of Science (Hons) in Business and Management Studies (Marketing) -
University of Bradford (MDIS)
01.2007
Diploma in Business - Major in Events and Marketing -
Temasek Polytechnic
07.2003
Skills
- Proficient in Microsoft Office Suite
- Business Analysis and Reporting
- Verbal and written communication
- Events Management and Marketing
- Teamwork and Collaboration
- Performance Tracking and Evaluation
- Interpersonal Relations
- Business Development
Availability
1 month notice period
References
Available upon request
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Client Engagement and Proposition Manager
Standard Chartered Bank - International Banking
09.2016 - Current
Strategic Alliance Manager
OCBC Bank
08.2013 - 08.2016
Relationship Development Manager
OCBC Bank
05.2012 - 07.2013
Business Development Manager
HSBC Bank
12.2010 - 04.2012
Customer Care and Retention Officer
OCBC Bank
03.2010 - 12.2010
Personal Financial Consultant
OCBC Bank
01.2007 - 03.2010
Bachelor of Science (Hons) in Business and Management Studies (Marketing) -
University of Bradford (MDIS)
Diploma in Business - Major in Events and Marketing -
Temasek Polytechnic
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