Hien Lu

Experience

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  BIDV - Ngân hàng TMCP Đầu tư & Phát triển Việt Nam

  Jun 2013 - Sept 2013

  Internship
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  Hochiminh City Securities Corporation

  Mar 2015 - Feb 2016

  Stock Broker

  I was accountable for managing client's financial portfolio, searching potential investment opportunities, and pitching to existing and new clients. Accomplishments:-Grew client base over year, developed strong connection with clients. -Performing financial modeling, financial analysis, and risk tolerance assessment to advise clients with the best investment strategies meeting their specific financial needs. -Conducting daily research of the financial markets. Show less

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  Standard Chartered Bank

  Nov 2016 - Jun 2018

  Senior Business Development Executive

  - Opening payroll accounts for customers, monitoring customer's transactions and informing if there's any unusual activities occur.- Assisting and providing financial services such as credit cards, personal loan, and mortgage loan for payroll customers.- Promoting services via telephone and through aggressive marketing efforts. - Building and maintaining great relationships with customers who are working at Prudential Finance and Assurance, Mobile World, Nguyen Kim, California Fitness & Yoga, etc.... - Meeting quarterly business target by implementing efficient and effective plans on all products - assets and liabilities. - Conducting sales report and reporting directly to Team Manager. - Working closely with other colleagues, seeking and providing consultations to ensure good customer service experience. Show less

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  Techcombank (TCB)

  Jul 2018 - now

  Private Relationship Manager - Private Banking

  Being a relationship manager in one of the biggest private banks in Vietnam. With Techcombank’s vision to always have clients’ best interests at heart, I am responsible for providing end-to-end conventional banking services, giving bespoke, highly personalized focus, wealth management to meet client’s best interests. Responsible for working closely with high net-worth clients at Techcombank, both domestically and internationally. Achievement and awards:- 120 to over 150% monthly target- Best seller in Mutual Bond Fund with over 60bn VND and 90bn VND in total bond+fund in 1st half of 2019- Best Advisor in Mutual Bond Fund in South Region 2019- Top 3 RM with highest NET AUM in South Region 2019- TOP 1 RM with highest AUM in South Region 2020, 2021- TOP 1 RM with highest AUM in life insurance (South Region) - Excellence Performance Award (A1) 2019, 2020, 2021 Show less