Experience

Indovina Bank Ltd.

• Vietnam
• Banking
• 100 - 200 Employee

• Deputy Director cum Executive officer of Business Center, Indovina bank

  • Apr 2021 - Present

  -Develop, implement, and manage a detailed business plan using total team involvement and participate in establishing team sales and service goals-Utilize and promote with the branch team usage of all available sales tools and resources on a regular basis, and incorporate tools into the defined Sales Process to guide marketing and call plans

• Deputy Head of Business Department, Indovina bank (A Subsidiary bank of Cathay United Bank)

  • Dec 2018 - Apr 2021

  -Market a full range of Indovina Bank/Cathay United Bank products and services in a diversified manner to existing and new Taiwanese/Vietnamese client base in Vietnam Market.-Ensure assistant works as professional members of a team and that administrative procedures and guidelines are followed to create the highest industry standards.



Cathay United Bank

• Taiwan
• Financial Services
• 700 & Above Employee

• Relationship Manager | Large Corporate Banking

  • Jun 2015 - Present

  -Responsible for diverse clients with a focus on electronic industries, renewable energy project finance including offshore wind farm and solar power projects, and completed the first non-recourse project finance in office shore wind farm in Taiwan. -Perform deal execution for all capital commitments, due diligence, client on-boarding.-Expand account relationships through the marketing of additional bank products and services including credit, cash management, FX, treasury services, trade finance, syndication and project finance.

• Relationship Manager | Shanghai Branch

  • Mar 2015 - May 2015

  -Established the procedure for FX credit assessment requirement and standardized all FX contracts and documents in accordance with the required procedure for Shanghai Branches.-Structured FX credit facility for clients in China Markets by analyzing clients' foreign exchange risk exposure and coordinated successfully first FX deals ( $1MN+) for Shanghai Branches.

• Assistant Relationship Manager | Middle Market Corporate Banking

  • Jul 2014 - Feb 2015

  -Managed a portfolio of clients in Middle Market(companies with $50MN+ in annual revenue) and supported business executives by providing solutions and advice to assist in accomplishing their business objectives and risk management-Established and maintained FX credit facilities and provided tailor made FX Forward, FX Option products to hedge clients' exposure to foreign exchange risk.

• Assistant Product Manager | Syndication Department

  • Jul 2013 - Jul 2014

  -Coordinated the process to distribute $90MN+ in the 1st lien term loan for wide-body aircraft finance to the Greater China syndication market.-Assisted the process to co-lead $750MN trading fiance for a Indonesian Company and successfully organized $270MN loan facility in Taiwan syndication loan market.-Participated in a 6 month advanced credit training program to enhance credit underwriting, credit structuring, financial statement analysis, partner group presentations, case studies, loan committees, negotiations and senior management presentations.



Local Action Group-Brac Solta

• Marketing Strategy Analyst

  • Apr 2012 - Jul 2012

  -Conducted interviews with entrepreneurs and officials to compile the information for market analysis-Formulated a touristic developmental strategy to apply for funds from the European Union



First Commercial Bank

• Senior Specialist | Management Associate Training Program

  • Jul 2011 - Apr 2012

  -Offered clients consultation on wealth management and solved customer financial and accout problems efficiently and effectively -Evaluated the current transactions procedure and advised more efficient commercial transactions to improve the whole processes and reduce the queue waiting time



Cathay Life Insurance Co., Ltd.

• Insurance
• 700 & Above Employee

• Risk Management Analyst

  • Jul 2010 - Sep 2010

  -Assessed and monitored the riskiness of bond markets in emerging countries, attempting to lessen the probability of unfavorable outcomes from occurring.-Conducted the quantitative and qualitative risk assessment to analyze the default rate and liquidity risk to investigate the quality of treasury bonds