Experiences
Priority Relationship Banker
May 2023 – July 2025
- Managed AUM portfolio of clients.
- Cultivated relationships with high-net-worth clients, using the CRM system through in-depth KYC reviews to understand each client’s needs
- Consulted with clients to ensure we were providing the most appropriate banking products to meet their needs
- Provided friendly attentive customer service in scheduled appointments and walk-in interactions (typical interactions included direct sales, opening bank accounts, overseas remittances, saving deposit, insurance products, credit cards, investments and cross selling like mortgages loan, SME, CIB transactions)
Real Estate Agent
April 2021 – February 2023
- Provided pre-construction project updates on mid-range to high-end properties
- Presented buyers with development plans, architectural designs, and the potential future value of the property
- Building lasting relationship with high net-worth customers and advised them on real estate investment opportunities and portfolio diversification
- Analyzed market data to assess potential investment returns
- Made on average over 100 cold calls per day to potential clients
- Analyzed local market trends, property values to provide informed advice
- Scheduled and conducted property tours
Real estate projects I have worked on and sold:
Education
Master of Science in Financial and Enterprise Risk Management (MSFERM)
August 2025 – Present
- GPA: 4.0/4.0
- Awarded MSFERM Scholarship (33%)
- Relevant Coursework: U.S Capital Markets, Risk Management of Financial Institutions (Banking Regulations), Fixed Income, Derivatives Pricing, Equity Market, Legal & Ethical Issues in Risk Management
Bachelor of Business Administration (BBA)
@University of Economics Ho Chi Minh City
August 2018 – Dec 2021
- GPA: 3.5/4.0
- Graduated with Distinction
- Awarded distinction scholarships (Spring 2019, Spring & Fall 2021) for outstanding performance in academic and extracurricular activities (top 5% of major);
- Graded 10/10 Statistics for Business and Economics|9.7/10 for Thesis
Skills
Tools that i frequently use:
Tools that i am studying:
Activities
Events
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Projects
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