Nhi Pham

Nhi Pham

Broker

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location of Nhi PhamVietnam

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  • Timeline

  • About me

    Assistant Relationship Manager

  • Education

    • CFA program

      -

      CFA level I candidate

    • Ton Duc Thang University

      2014 - 2018
      Bachelor's degree Finance and Banking
  • Experience

    • Viet Capital Securities (VCSC)

      May 2016 - Aug 2017
      Broker

      Main responsibilities:- Advising investment for individual clients in VietNam.- Establishing and maintaining relationships with both new and already-being clients.- Updating daily news and mailing to clients latest upcoming listed companies.- Updating regulations in accordance to legal framework and avoid violation.- Studying new strategies to give the best advice based on clients' requirements.

    • CIMB

      Dec 2017 - Jun 2018
      Internship in Corporate Banking Department

      Main responsibilities:- Assisting the Relationship Manager on research and analysis on variousindustries of potential borrowers.- Analyzing financial report as part of the credit evaluation process.- Attending customer meeting and preparing call report.- Preparing and compiling the relevant credit report i.e CIC report of the potentialborrowers.- Conducting Know-Your-Customer procedure prior to on boarding new to bankcustomer.

    • HSBC

      Jul 2018 - Oct 2021

      - Processing daily transaction and ensuring comply local requlations. group policies, standards.- Transferring fund through transaction channels i.e. Citad, VCB money- Handling fund issue pending on NOSTRO or return into client account.- Reporting to team Head project relate to improve payment from Trade loan.- Managing plan to clear pending under GTRF, supervising team member to meet the deadline.- Supporting team heads/ supervisors with administration, rearrangement additional tasks, creating a strong team with good teamwork spirit.- Having knowledge in payment systems (i.e. GWIS, HUB, HFE) applying in daily activities. Show less

      • Global Trade and Receivables Finance - Trade Middle Office Associate

        Mar 2020 - Oct 2021
      • Global Trade and Receivables Finance - Trade Middle Office Assistant

        Jun 2019 - Feb 2020
      • Business Management in Whole Sale Banking

        Jul 2018 - Jun 2019
    • Maritime Bank Vietnam

      Oct 2021 - now
      Assistant Relationship Manager
  • Licenses & Certifications

    • TOEIC

      ETS
      Feb 2018
    • Microsoft Offíce Specialist for Office Word

      Certiport - A Pearson VUE Business
      Dec 2015
    • Microsoft Offíce Specialist for Office Word

      Certiport - A Pearson VUE Business
      Jan 2015
    • Microsoft Offíce Specialist for Office Excel

      Certiport - A Pearson VUE Business
      Aug 2015
  • Honors & Awards

    • Awarded to Nhi Pham
      4th rank in Swissquote FX Trading Contest Swissqoute Bank SA Dec 2016
    • Awarded to Nhi Pham
      Consolation prizes in contest "Stock talent" - Mar 2016