• Lead Engagement & Onboarding
• Call and follow up leads from UTrade acquisition channels to encourage event attendance and/or account completion.
• Assist clients in accomplishing the account opening process both new and/or on-going application, either digital or physical.
• Assist in forwarding clients that fully accomplished the account opening process to sales.
• Assist in CRM encoding, email send outs to client (after events).
• Track and report lead conversion progress, identifying challenges and areas for improvement.
• Event & Activation Support
• Assist in organizing and executing UTrade events (on-ground and online).
• Help coordinate event logistics, materials, and marketing collaterals.
• Prepare post-event reports, tracking engagement, attendance, and key takeaways.
• Marketing Campaign Support
• Assist in creating and executing digital content for email, SMS, and social media (knowledge in Canva/Photoshop preferred).
• Provide support in monitoring campaign performance and suggest improvements.
• Cross-Department Coordination
• Assist in collaborating with Sales, IT, and Customer Service to execute marketing initiatives.
• Gather and organize campaign requirements.
• Market Research & Administrative Support
• Assist in conducting basic market research and competitor analysis.
• Provide support in maintaining marketing databases and lead lists.
  

• 0-2 years of relevant experience.
• Bachelor’s Degree in Marketing, Business, Communications, or related field
• Strong communication and organizational skills
• Comfortable making calls and engaging with clients
• Knowledge of digital marketing tools and CRM systems is a plus
• Ability to multitask in a fast-paced environment
• Proactive, adaptable, and open to feedback

Please refer to job description.